Shared Vision Wealth Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Shared Vision 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	$353K	Buy	1,165 +24	+2%	+$6.88K	0.12%	87
2026 Q1	$299K	Hold	1,141	–	–	0.12%	81
2025 Q4	$313K	Hold	1,141	–	–	0.13%	78
2025 Q3	$290K	Hold	1,141	–	–	0.12%	77
2025 Q2	$276K	Hold	1,141	–	–	0.14%	67
2025 Q1	$253K	Hold	1,141	–	–	0.14%	69
2024 Q4	$274K	Hold	1,141	–	–	0.14%	65
2024 Q3	$271K	Hold	1,141	–	–	0.14%	63
2024 Q2	$249K	Hold	1,141	–	–	0.14%	65
2024 Q1	$261K	Hold	1,141	–	–	0.16%	61
2023 Q4	$243K	Buy	+1,141	New	+$220K	0.16%	66

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

Shared Vision Wealth Group's VB Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.1% in Q2 2026, buying an estimated $6.88K and bringing the position to 1,165 shares worth $353K. The position accounts for 0.12% of the portfolio, ranked #87.

Shared Vision Wealth Group first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Shared Vision Wealth Group held 1,165 shares of Vanguard Morningstar Small-Cap ETF worth $353K as of Q2 2026.
Shared Vision Wealth Group bought 24 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.88K.
Vanguard Morningstar Small-Cap ETF made up 0.12% of Shared Vision Wealth Group's portfolio in Q2 2026, its #87 holding.
Shared Vision Wealth Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.