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

Sheets Smith 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	$405K	Sell	1,337 -24	-2%	-$6.88K	0.04%	320
2026 Q1	$356K	Hold	1,361	–	–	0.04%	328
2025 Q4	$351K	Buy	1,361 +10	+0.7%	+$2.56K	0.04%	326
2025 Q3	$344K	Hold	1,351	–	–	0.04%	322
2025 Q2	$320K	Sell	1,351 -2	-0.1%	-$446	0.04%	335
2025 Q1	$300K	Sell	1,353 -2	-0.1%	-$478	0.04%	304
2024 Q4	$326K	Hold	1,355	–	–	0.04%	308
2024 Q3	$321K	Sell	1,355 -22	-2%	-$5K	0.04%	311
2024 Q2	$300K	Sell	1,377 -37	-3%	-$8.13K	0.04%	314
2024 Q1	$323K	Buy	+1,414	New	+$304K	0.04%	313
2023 Q4	–	Sell	-377	Closed	-$71.3K	–	491
2023 Q3	$71.3K	Buy	+377	New	+$75.1K	0.01%	370
2014 Q4	–	Sell	-5,741	Closed	-$635K	–	276
2014 Q3	$635K	Sell	5,741 -771	-12%	-$88.3K	0.17%	157
2014 Q2	$763K	Sell	6,512 -5,445	-46%	-$609K	0.2%	152
2014 Q1	$1.35M	Sell	11,957 -124	-1%	-$13.7K	0.38%	73
2013 Q4	$1.33M	Sell	12,081 -573	-5%	-$61K	0.37%	69
2013 Q3	$1.3M	Hold	12,654	–	–	0.42%	64
2013 Q2	$1.19M	Buy	+12,654	New	+$1.17M	0.4%	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

Sheets Smith Wealth Management's VB Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.8% in Q2 2026, selling an estimated $6.88K and leaving 1,337 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #320.

Sheets Smith Wealth Management first reported a position in VB in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.35M in Q1 2014. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sheets Smith Wealth Management held 1,337 shares of Vanguard Morningstar Small-Cap ETF worth $405K as of Q2 2026.
Sheets Smith Wealth Management sold 24 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.88K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #320 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 17 quarters since.
Sheets Smith Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.35M in Q1 2014.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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