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

SoFi 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 		$6.02K Sell
20
-5
-20% -$1.43K ﹤0.01% 45
2026
Q1 		$6.63K Sell
25
-9
-26% -$2.44K ﹤0.01% 44
2025
Q4 		$8.75K Buy
34
+4
+13% +$1.02K ﹤0.01% 45
2025
Q3 		$7.71K Sell
30
-2
-6% -$496 ﹤0.01% 45
2025
Q2 		$7.65K Sell
32
-44
-58% -$9.82K ﹤0.01% 43
2025
Q1 		$16.9K Sell
76
-172,398
-100% -$41.2M ﹤0.01% 34
2024
Q4 		$41.4M Buy
172,474
+7,771
+5% +$1.91M 2.84% 8
2024
Q3 		$39.1M Buy
164,703
+11,959
+8% +$2.72M 2.87% 8
2024
Q2 		$33.3M Buy
152,744
+15,384
+11% +$3.38M 2.79% 8
2024
Q1 		$31.4M Buy
137,360
+10,187
+8% +$2.19M 2.92% 8
2023
Q4 		$27.1M Buy
127,173
+5,623
+5% +$1.08M 2.91% 8
2023
Q3 		$23M Buy
121,550
+6,865
+6% +$1.37M 2.8% 8
2023
Q2 		$22.8M Buy
114,685
+7,118
+7% +$1.35M 2.82% 8
2023
Q1 		$20.4M Buy
107,567
+5,010
+5% +$972K 2.75% 8
2022
Q4 		$18.8M Buy
102,557
+3,913
+4% +$725K 2.83% 8
2022
Q3 		$16.9M Buy
98,644
+4,468
+5% +$844K 2.82% 8
2022
Q2 		$16.6M Buy
94,176
+5,682
+6% +$1.1M 2.78% 8
2022
Q1 		$18.8M Buy
+88,494
New +$18.6M 2.85% 8

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

SoFi Wealth's VB Position: Q2 2026 in Review

SoFi Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q2 2026, selling an estimated $1.43K and leaving 20 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #45.

SoFi Wealth first reported a position in VB in Q1 2022 and has held it in 18 quarters since. The position peaked at $41.4M in Q4 2024. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • SoFi Wealth held 20 shares of Vanguard Morningstar Small-Cap ETF worth $6.02K as of Q2 2026.
  • SoFi Wealth sold 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q2 2026, its #45 holding.
  • SoFi Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • SoFi Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $41.4M in Q4 2024.
  • 2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.