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Seven Springs Wealth Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Seven Springs Wealth Group’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 		$1.87M Hold
6,171
– – 0.41% 27
2026
Q1 		$1.62M Sell
6,171
-163
-3% -$44.1K 0.37% 26
2025
Q4 		$1.63M Hold
6,334
– – 0.47% 25
2025
Q3 		$1.61M Hold
6,334
– – 0.39% 27
2025
Q2 		$1.5M Hold
6,334
– – 0.37% 28
2025
Q1 		$1.4M Buy
6,334
+163
+3% +$38.9K 0.5% 27
2024
Q4 		$1.48M Hold
6,171
– – 0.55% 25
2024
Q3 		$1.46M Hold
6,171
– – 0.53% 25
2024
Q2 		$1.35M Sell
6,171
-165
-3% -$36.2K 0.53% 25
2024
Q1 		$1.45M Hold
6,336
– – 0.56% 24
2023
Q4 		$1.35M Sell
6,336
-13
-0.2% -$2.5K 0.61% 22
2023
Q3 		$1.2M Buy
6,349
+13
+0.2% +$2.59K 0.58% 24
2023
Q2 		$1.26M Buy
6,336
+147
+2% +$27.8K 0.6% 22
2023
Q1 		$1.17M Sell
6,189
-106
-2% -$20.6K 0.58% 24
2022
Q4 		$1.16M Hold
6,295
– – 0.56% 24
2022
Q3 		$1.08M Sell
6,295
-27
-0.4% -$5.1K 0.58% 24
2022
Q2 		$1.11M Sell
6,322
-203
-3% -$39.2K 0.56% 23
2022
Q1 		$1.39M Sell
6,525
-20
-0.3% -$4.21K 0.66% 20
2021
Q4 		$1.48M Buy
6,545
+88
+1% +$20K 0.68% 21
2021
Q3 		$1.41M Hold
6,457
– – 0.69% 19
2021
Q2 		$1.46M Hold
6,457
– – 0.63% 19
2021
Q1 		$1.38M Sell
6,457
-28
-0.4% -$5.9K 0.65% 17
2020
Q4 		$1.26M Sell
6,485
-478
-7% -$84.3K 0.65% 17
2020
Q3 		$1.07M Buy
6,963
+26
+0.4% +$3.99K 0.67% 17
2020
Q2 		$1.01M Sell
6,937
-7,181
-51% -$964K 0.64% 15
2020
Q1 		$1.63M Buy
+14,118
New +$2.12M 1.15% 14

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Seven Springs Wealth Group's VB Position: Q2 2026 in Review

Seven Springs Wealth Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 6,171 shares worth $1.87M. The position accounts for 0.41% of the portfolio, ranked #27.

Seven Springs Wealth Group first reported a position in VB in Q1 2020 and has held it in 26 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Seven Springs Wealth Group held 6,171 shares of Vanguard Morningstar Small-Cap ETF worth $1.87M as of Q2 2026.
  • Seven Springs Wealth Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.41% of Seven Springs Wealth Group's portfolio in Q2 2026, its #27 holding.
  • Seven Springs Wealth Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.