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SNS Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SNS Financial Group’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 		$2.49M Buy
8,209
+7,145
+672% +$2.05M 0.05% 201
2026
Q1 		$279K Buy
+1,064
New +$288K 0.02% 177
2024
Q3 		– Sell
-962
Closed -$211K – 199
2024
Q2 		$211K Hold
962
– – 0.02% 179
2024
Q1 		$220K Sell
962
-144
-13% -$31K 0.02% 177
2023
Q4 		$236K Sell
1,106
-178
-14% -$34.3K 0.03% 161
2023
Q3 		$243K Hold
1,284
– – 0.03% 156
2023
Q2 		$255K Sell
1,284
-137
-10% -$25.9K 0.03% 153
2023
Q1 		$269K Sell
1,421
-186
-12% -$36.1K 0.04% 154
2022
Q4 		$295K Hold
1,607
– – 0.04% 155
2022
Q3 		$275K Hold
1,607
– – 0.04% 148
2022
Q2 		$283K Sell
1,607
-86
-5% -$16.6K 0.04% 152
2022
Q1 		$360K Sell
1,693
-190
-10% -$40K 0.04% 152
2021
Q4 		$426K Sell
1,883
-99
-5% -$22.5K 0.05% 148
2021
Q3 		$433K Sell
1,982
-214
-10% -$47.6K 0.05% 138
2021
Q2 		$495K Sell
2,196
-12
-0.5% -$2.66K 0.06% 127
2021
Q1 		$473K Sell
2,208
-218
-9% -$45.9K 0.06% 126
2020
Q4 		$472K Buy
2,426
+73
+3% +$12.9K 0.07% 125
2020
Q3 		$362K Buy
2,353
+343
+17% +$52.7K 0.06% 138
2020
Q2 		$293K Sell
2,010
-58
-3% -$7.79K 0.05% 143
2020
Q1 		$239K Sell
2,068
-101
-5% -$15.2K 0.05% 164
2019
Q4 		$359K Sell
2,169
-49
-2% -$7.8K 0.06% 152
2019
Q3 		$341K Buy
2,218
+31
+1% +$4.81K 0.06% 144
2019
Q2 		$343K Buy
2,187
+98
+5% +$15.1K 0.06% 147
2019
Q1 		$319K Buy
2,089
+89
+4% +$13.2K 0.07% 138
2018
Q4 		$264K Buy
2,000
+74
+4% +$10.8K 0.07% 148
2018
Q3 		$313K Sell
1,926
-141
-7% -$22.8K 0.08% 136
2018
Q2 		$322K Buy
2,067
+257
+14% +$39.3K 0.08% 123
2018
Q1 		$266K Sell
1,810
-1,661
-48% -$248K 0.07% 132
2017
Q4 		$513K Sell
3,471
-99
-3% -$14.3K 0.12% 106
2017
Q3 		$505K Sell
3,570
-21
-0.6% -$2.86K 0.13% 105
2017
Q2 		$487K Buy
3,591
+159
+5% +$21.3K 0.13% 104
2017
Q1 		$457K Sell
3,432
-1,198
-26% -$159K 0.12% 110
2016
Q4 		$597K Buy
4,630
+696
+18% +$86.4K 0.18% 94
2016
Q3 		$481K Buy
3,934
+1,383
+54% +$167K 0.14% 82
2016
Q2 		$295K Buy
+2,551
New +$290K 0.07% 105
2014
Q1 		– Sell
-2,482
Closed -$273K – 127
2013
Q4 		$273K Buy
2,482
+96
+4% +$10.2K 0.13% 106
2013
Q3 		$245K Sell
2,386
-2,044
-46% -$204K 0.16% 88
2013
Q2 		$415K Buy
+4,430
New +$410K 0.16% 59

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 22.9% 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

SNS Financial Group's VB Position: Q2 2026 in Review

SNS Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 672% in Q2 2026, buying an estimated $2.05M and bringing the position to 8,209 shares worth $2.49M. The position accounts for 0.05% of the portfolio, ranked #201.

SNS Financial Group first reported a position in VB in Q2 2013 and has held it in 38 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • SNS Financial Group held 8,209 shares of Vanguard Morningstar Small-Cap ETF worth $2.49M as of Q2 2026.
  • SNS Financial Group bought 7,145 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.05M.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of SNS Financial Group's portfolio in Q2 2026, its #201 holding.
  • SNS Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 38 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.