Seven Mile Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Seven Mile Advisory’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	$536K	Hold	1,768	–	–	0.36%	55
2026 Q1	$463K	Hold	1,768	–	–	0.33%	61
2025 Q4	$456K	Hold	1,768	–	–	0.08%	121
2025 Q3	$450K	Hold	1,768	–	–	0.07%	144
2025 Q2	$419K	Hold	1,768	–	–	0.25%	77
2025 Q1	$392K	Hold	1,768	–	–	0.26%	81
2024 Q4	$425K	Hold	1,768	–	–	0.27%	70
2024 Q3	$419K	Buy	+1,768	New	+$402K	0.28%	68

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Seven Mile Advisory's VB Position: Q2 2026 in Review

Seven Mile Advisory held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,768 shares worth $536K. The position accounts for 0.36% of the portfolio, ranked #55.

Seven Mile Advisory first reported a position in VB in Q3 2024 and has held it in 8 quarters since. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Seven Mile Advisory held 1,768 shares of Vanguard Morningstar Small-Cap ETF worth $536K as of Q2 2026.
Seven Mile Advisory left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.36% of Seven Mile Advisory's portfolio in Q2 2026, its #55 holding.
Seven Mile Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.