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

Silvia McColl 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	$336K	Hold	1,110	–	–	0.2%	88
2026 Q1	$291K	Hold	1,110	–	–	0.19%	96
2025 Q4	$286K	Hold	1,110	–	–	0.19%	94
2025 Q3	$282K	Hold	1,110	–	–	0.19%	94
2025 Q2	$263K	Hold	1,110	–	–	0.19%	92
2025 Q1	$246K	Hold	1,110	–	–	0.19%	93
2024 Q4	$267K	Hold	1,110	–	–	0.2%	88
2024 Q3	$263K	Hold	1,110	–	–	0.2%	89
2024 Q2	$242K	Hold	1,110	–	–	0.2%	93
2024 Q1	$245K	Buy	1,110 +11	+1%	+$2.37K	0.21%	92
2023 Q4	$234K	Buy	1,099 +4	+0.4%	+$771	0.21%	92
2023 Q3	$207K	Hold	1,095	–	–	0.21%	95
2023 Q2	$218K	Hold	1,095	–	–	0.2%	95
2023 Q1	$208K	Hold	1,095	–	–	0.21%	96
2022 Q4	$201K	Buy	+1,095	New	+$203K	0.2%	103

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

Silvia McColl Wealth Management's VB Position: Q2 2026 in Review

Silvia McColl Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,110 shares worth $336K. The position accounts for 0.2% of the portfolio, ranked #88.

Silvia McColl Wealth Management first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Silvia McColl Wealth Management held 1,110 shares of Vanguard Morningstar Small-Cap ETF worth $336K as of Q2 2026.
Silvia McColl Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.2% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #88 holding.
Silvia McColl Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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