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

Smith & Howard 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
2025
Q4 		– Sell
-800
Closed -$204K – 94
2025
Q3 		$204K Buy
+800
New +$198K 0.05% 80

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Smith & Howard Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.6% in Q2 2026, selling an estimated $794K and leaving 33,750 shares worth $10.2M. The position accounts for 2.03% of the portfolio, ranked #14.

Smith & Howard Wealth Management first reported a position in VB in Q2 2019 and has held it in 29 quarters since. The position peaked at $13.1M in Q3 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Smith & Howard Wealth Management held 33,750 shares of Vanguard Morningstar Small-Cap ETF worth $10.2M as of Q2 2026.
  • Smith & Howard Wealth Management sold 2,772 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $794K.
  • Vanguard Morningstar Small-Cap ETF made up 2.03% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Smith & Howard Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Smith & Howard Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $13.1M in Q3 2025.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.