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Selective Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Selective Wealth Management’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 		$444K Sell
1,499
-30
-2% -$8.6K 0.12% 92
2026
Q1 		$427K Buy
1,529
+292
+24% +$79K 0.13% 86
2025
Q4 		$341K Buy
1,237
+210
+20% +$53.8K 0.11% 83
2025
Q3 		$263K Buy
1,027
+3
+0.3% +$744 0.08% 87
2025
Q2 		$249K Sell
1,024
-145
-12% -$32.3K 0.09% 89
2025
Q1 		$241K Sell
1,169
-91
-7% -$21.7K 0.1% 85
2024
Q4 		$305K Sell
1,260
-242
-16% -$59.5K 0.12% 75
2024
Q3 		$353K Sell
1,502
-408
-21% -$92.7K 0.15% 75
2024
Q2 		$413K Sell
1,910
-44
-2% -$9.66K 0.18% 66
2024
Q1 		$431K Sell
1,954
-121
-6% -$26K 0.19% 66
2023
Q4 		$428K Sell
2,075
-355
-15% -$68.4K 0.22% 52
2023
Q3 		$447K Sell
2,430
-242
-9% -$48.2K 0.25% 46
2023
Q2 		$534K Buy
+2,672
New +$505K 0.27% 46
2022
Q4 		$498K Sell
2,558
-92
-3% -$17.1K 0.26% 51
2022
Q3 		$453K Sell
2,650
-233
-8% -$44K 0.19% 66
2022
Q2 		$508K Buy
2,883
+2,567
+812% +$496K 0.18% 74
2022
Q1 		$67K Buy
+316
New +$66.5K 0.02% 258
2021
Q1 		– Sell
-300
Closed -$58K – 428
2020
Q4 		$58K Hold
300
– – 0.04% 105
2020
Q3 		$46K Hold
300
– – 0.04% 103
2020
Q2 		$44K Buy
+300
New +$40.3K 0.04% 116

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
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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Selective Wealth Management's VB Position: Q2 2026 in Review

Selective Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2% in Q2 2026, selling an estimated $8.6K and leaving 1,499 shares worth $444K. The position accounts for 0.12% of the portfolio, ranked #92.

Selective Wealth Management first reported a position in VB in Q2 2020 and has held it in 20 quarters since. The position peaked at $534K in Q2 2023. 1,271 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Selective Wealth Management held 1,499 shares of Vanguard Morningstar Small-Cap ETF worth $444K as of Q2 2026.
  • Selective Wealth Management sold 30 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Selective Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Selective Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 20 quarters since.
  • Selective Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $534K in Q2 2023.
  • 1,271 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.