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Seek First’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Seek First’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$812K Buy
2,679
+7
+0.3% +$2.01K 0.51% 32
2026
Q1 		$700K Sell
2,672
-35
-1% -$9.47K 0.49% 31
2025
Q4 		$698K Buy
2,707
+2
+0.1% +$512 0.48% 34
2025
Q3 		$688K Buy
2,705
+7
+0.3% +$1.74K 0.49% 31
2025
Q2 		$639K Sell
2,698
-357
-12% -$79.6K 0.52% 32
2025
Q1 		$677K Buy
+3,055
New +$730K 0.6% 27

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Seek First's VB Position: Q2 2026 in Review

Seek First increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.26% in Q2 2026, buying an estimated $2.01K and bringing the position to 2,679 shares worth $812K. The position accounts for 0.51% of the portfolio, ranked #32.

Seek First first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 1,303 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Seek First held 2,679 shares of Vanguard Morningstar Small-Cap ETF worth $812K as of Q2 2026.
  • Seek First bought 7 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.01K.
  • Vanguard Morningstar Small-Cap ETF made up 0.51% of Seek First's portfolio in Q2 2026, its #32 holding.
  • Seek First first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,303 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.