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Southland Equity Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Southland Equity Partners’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 		$916K Sell
3,021
-355
-11% -$102K 0.16% 105
2026
Q1 		$884K Buy
3,376
+96
+3% +$26K 0.17% 101
2025
Q4 		$846K Sell
3,280
-151
-4% -$38.7K 0.17% 103
2025
Q3 		$872K Sell
3,431
-206
-6% -$51.1K 0.18% 98
2025
Q2 		$862K Buy
3,637
+33
+0.9% +$7.36K 0.19% 90
2025
Q1 		$799K Sell
3,604
-44
-1% -$10.5K 0.19% 92
2024
Q4 		$876K Buy
3,648
+9
+0.2% +$2.21K 0.2% 85
2024
Q3 		$863K Buy
3,639
+107
+3% +$24.3K 0.21% 83
2024
Q2 		$770K Buy
3,532
+18
+0.5% +$3.95K 0.22% 78
2024
Q1 		$803K Buy
3,514
+40
+1% +$8.6K 0.23% 74
2023
Q4 		$741K Sell
3,474
-121
-3% -$23.3K 0.23% 68
2023
Q3 		$680K Sell
3,595
-37
-1% -$7.37K 0.23% 67
2023
Q2 		$722K Sell
3,632
-38
-1% -$7.18K 0.24% 61
2023
Q1 		$696K Sell
3,670
-9
-0.2% -$1.75K 0.27% 58
2022
Q4 		$675K Sell
3,679
-172
-4% -$31.9K 0.26% 55
2022
Q3 		$658K Sell
3,851
-149
-4% -$28.1K 0.32% 57
2022
Q2 		$705K Buy
4,000
+51
+1% +$9.85K 0.32% 57
2022
Q1 		$839K Sell
3,949
-57
-1% -$12K 0.35% 51
2021
Q4 		$905K Sell
4,006
-79
-2% -$18K 0.37% 50
2021
Q3 		$893K Buy
4,085
+52
+1% +$11.6K 0.41% 48
2021
Q2 		$909K Buy
4,033
+210
+5% +$46.5K 0.43% 49
2021
Q1 		$818K Buy
3,823
+44
+1% +$9.27K 0.46% 43
2020
Q4 		$736K Buy
+3,779
New +$667K 0.5% 48

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

Southland Equity Partners's VB Position: Q2 2026 in Review

Southland Equity Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, selling an estimated $102K and leaving 3,021 shares worth $916K. The position accounts for 0.16% of the portfolio, ranked #105.

Southland Equity Partners first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Southland Equity Partners held 3,021 shares of Vanguard Morningstar Small-Cap ETF worth $916K as of Q2 2026.
  • Southland Equity Partners sold 355 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Southland Equity Partners's portfolio in Q2 2026, its #105 holding.
  • Southland Equity Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.