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

SFG 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
Q1 		– Sell
-6,564
Closed -$1.69M – 131
2025
Q4 		$1.69M Buy
6,564
+737
+13% +$189K 0.67% 31
2025
Q3 		$1.48M Sell
5,827
-3,121
-35% -$774K 0.64% 34
2025
Q2 		$2.12M Hold
8,948
– – 1.28% 17
2025
Q1 		$1.98M Buy
8,948
+4,995
+126% +$1.19M 0.97% 19
2024
Q4 		$950K Sell
3,953
-61
-2% -$15K 0.5% 33
2024
Q3 		$952K Sell
4,014
-85
-2% -$19.3K 0.51% 36
2024
Q2 		$894K Buy
4,099
+1,600
+64% +$351K 0.51% 34
2024
Q1 		$571K Buy
2,499
+294
+13% +$63.2K 0.34% 45
2023
Q4 		$470K Sell
2,205
-14
-0.6% -$2.7K 0.31% 49
2023
Q3 		$420K Sell
2,219
-411
-16% -$81.9K 0.33% 51
2023
Q2 		$523K Buy
2,630
+174
+7% +$32.9K 0.44% 42
2023
Q1 		$466K Hold
2,456
– – 0.52% 36
2022
Q4 		$451K Sell
2,456
-174
-7% -$32.2K 0.56% 36
2022
Q3 		$450K Sell
2,630
-200
-7% -$37.8K 0.61% 36
2022
Q2 		$498K Sell
2,830
-200
-7% -$38.6K 0.58% 41
2022
Q1 		$644K Buy
3,030
+10
+0.3% +$2.1K 0.6% 40
2021
Q4 		$683K Buy
+3,020
New +$686K 0.61% 44

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

SFG Wealth Management's VB Position: Q1 2026 in Review

SFG Wealth Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 6,564 shares — an estimated $1.69M sold.

SFG Wealth Management first reported a position in VB in Q4 2021 and held it in 17 quarters. The position peaked at $2.12M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • SFG Wealth Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 6,564 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $1.69M.
  • SFG Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and held it in 17 quarters.
  • SFG Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.12M in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.