Signal Advisors Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Signal Advisors Wealth’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	$30.6M	Buy	100,858 +35,603	+55%	+$10.2M	1.54%	10
2026 Q1	$17.1M	Buy	65,255 +25,615	+65%	+$6.93M	1.17%	14
2025 Q4	$10.2M	Buy	39,640 +5,549	+16%	+$1.42M	0.81%	28
2025 Q3	$8.67M	Buy	34,091 +6,455	+23%	+$1.6M	0.79%	32
2025 Q2	$6.55M	Buy	27,636 +1,446	+6%	+$323K	0.51%	47
2025 Q1	$5.81M	Buy	26,190 +4,146	+19%	+$990K	0.57%	47
2024 Q4	$5.3M	Buy	22,044 +6,899	+46%	+$1.7M	0.6%	46
2024 Q3	$3.59M	Buy	+15,145	New	+$3.44M	0.51%	51
2024 Q2	–	Sell	-5,639	Closed	-$1.29M	–	268
2024 Q1	$1.29M	Buy	5,639 +1,650	+41%	+$355K	0.32%	78
2023 Q4	$851K	Buy	+3,989	New	+$769K	0.3%	79

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

Signal Advisors Wealth's VB Position: Q2 2026 in Review

Signal Advisors Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 55% in Q2 2026, buying an estimated $10.2M and bringing the position to 100,858 shares worth $30.6M. The position accounts for 1.54% of the portfolio, ranked #10.

Signal Advisors Wealth first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Signal Advisors Wealth held 100,858 shares of Vanguard Morningstar Small-Cap ETF worth $30.6M as of Q2 2026.
Signal Advisors Wealth bought 35,603 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.2M.
Vanguard Morningstar Small-Cap ETF made up 1.54% of Signal Advisors Wealth's portfolio in Q2 2026, its #10 holding.
Signal Advisors Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.