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Signature Estate & Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Signature Estate & Investment Advisors’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 		$6.38M Sell
21,039
-1,874
-8% -$537K 0.11% 84
2026
Q1 		$6M Buy
22,913
+1,194
+5% +$323K 0.12% 85
2025
Q4 		$5.6M Sell
21,719
-530
-2% -$136K 0.11% 93
2025
Q3 		$5.66M Sell
22,249
-1,342
-6% -$333K 0.12% 89
2025
Q2 		$5.59M Sell
23,591
-2,982
-11% -$665K 0.13% 83
2025
Q1 		$5.89M Buy
26,573
+416
+2% +$99.3K 0.16% 72
2024
Q4 		$6.29M Buy
26,157
+551
+2% +$136K 0.16% 60
2024
Q3 		$6.07M Buy
25,606
+1,686
+7% +$383K 0.14% 62
2024
Q2 		$5.22M Buy
+23,920
New +$5.25M 0.13% 68
2024
Q1 		– Sell
-2,379
Closed -$508K – 199
2023
Q4 		$508K Sell
2,379
-69
-3% -$13.3K 0.01% 122
2023
Q3 		$462K Sell
2,448
-88
-3% -$17.5K 0.02% 119
2023
Q2 		$505K Sell
2,536
-164
-6% -$31K 0.02% 122
2023
Q1 		$512K Sell
2,700
-263
-9% -$51K 0.02% 120
2022
Q4 		$544K Sell
2,963
-75
-2% -$13.9K 0.02% 116
2022
Q3 		$520K Sell
3,038
-90
-3% -$17K 0.02% 113
2022
Q2 		$551K Sell
3,128
-110
-3% -$21.2K 0.03% 110
2022
Q1 		$688K Sell
3,238
-126
-4% -$26.5K 0.03% 104
2021
Q4 		$760K Sell
3,364
-123
-4% -$27.9K 0.03% 101
2021
Q3 		$763K Sell
3,487
-272
-7% -$60.5K 0.04% 96
2021
Q2 		$847K Sell
3,759
-73
-2% -$16.2K 0.04% 92
2021
Q1 		$821K Sell
3,832
-337
-8% -$71K 0.04% 103
2020
Q4 		$812K Sell
4,169
-919
-18% -$162K 0.04% 97
2020
Q3 		$782K Sell
5,088
-285
-5% -$43.8K 0.05% 94
2020
Q2 		$783K Buy
5,373
+447
+9% +$60K 0.06% 91
2020
Q1 		$569K Sell
4,926
-2,740
-36% -$412K 0.05% 101
2019
Q4 		$1.27M Sell
7,666
-238
-3% -$37.9K 0.08% 94
2019
Q3 		$1.22M Sell
7,904
-370
-4% -$57.4K 0.08% 92
2019
Q2 		$1.3M Sell
8,274
-455
-5% -$70.3K 0.09% 91
2019
Q1 		$1.33M Sell
8,729
-666
-7% -$99K 0.09% 84
2018
Q4 		$1.24M Sell
9,395
-708
-7% -$103K 0.11% 78
2018
Q3 		$1.64M Buy
10,103
+1,398
+16% +$226K 0.15% 65
2018
Q2 		$1.35M Buy
8,705
+1,984
+30% +$304K 0.13% 71
2018
Q1 		$987K Sell
6,721
-13
-0.2% -$1.94K 0.1% 84
2017
Q4 		$995K Buy
6,734
+243
+4% +$35.1K 0.1% 85
2017
Q3 		$917K Buy
6,491
+263
+4% +$35.8K 0.1% 81
2017
Q2 		$844K Buy
6,228
+223
+4% +$29.9K 0.1% 78
2017
Q1 		$800K Buy
6,005
+73
+1% +$9.66K 0.1% 76
2016
Q4 		$765K Sell
5,932
-1,095
-16% -$136K 0.11% 78
2016
Q3 		$859K Sell
7,027
-201
-3% -$24.3K 0.13% 71
2016
Q2 		$836K Sell
7,228
-263
-4% -$29.9K 0.13% 74
2016
Q1 		$835K Buy
7,491
+182
+2% +$18.9K 0.14% 75
2015
Q4 		$809K Buy
7,309
+1,006
+16% +$114K 0.14% 77
2015
Q3 		$680K Buy
6,303
+563
+10% +$65.8K 0.14% 68
2015
Q2 		$697K Buy
5,740
+467
+9% +$57.4K 0.16% 63
2015
Q1 		$646K Buy
5,273
+467
+10% +$55.3K 0.17% 59
2014
Q4 		$561K Buy
4,806
+414
+9% +$47.1K 0.19% 57
2014
Q3 		$486K Buy
4,392
+350
+9% +$40.1K 0.17% 54
2014
Q2 		$473K Buy
4,042
+45
+1% +$5.04K 0.17% 54
2014
Q1 		$451K Buy
3,997
+789
+25% +$87.4K 0.18% 51
2013
Q4 		$353K Buy
3,208
+364
+13% +$38.7K 0.17% 47
2013
Q3 		$291K Buy
+2,844
New +$284K 0.17% 45

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Signature Estate & Investment Advisors's VB Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.2% in Q2 2026, selling an estimated $537K and leaving 21,039 shares worth $6.38M. The position accounts for 0.11% of the portfolio, ranked #84.

Signature Estate & Investment Advisors first reported a position in VB in Q3 2013 and has held it in 51 quarters since. 1,205 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Signature Estate & Investment Advisors held 21,039 shares of Vanguard Morningstar Small-Cap ETF worth $6.38M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 1,874 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $537K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2013 and has held it in 51 quarters since.
  • 1,205 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.