Sowell Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.33M | Buy |
7,676
+629
| +9% | +$180K | 0.08% | 281 |
|
|
2026
Q1 | $1.85M | Sell |
7,047
-6
| -0.1% | -$1.62K | 0.07% | 302 |
|
|
2025
Q4 | $1.82M | Sell |
7,053
-24,495
| -78% | -$6.28M | 0.07% | 307 |
|
|
2025
Q3 | $8.02M | Buy |
31,548
+23,915
| +313% | +$5.93M | 0.31% | 64 |
|
|
2025
Q2 | $1.81M | Sell |
7,633
-23
| -0.3% | -$5.13K | 0.07% | 288 |
|
|
2025
Q1 | $1.7M | Buy |
+7,656
| New | +$1.83M | 0.08% | 274 |
|
|
2024
Q4 | – | Sell |
-23,889
| Closed | -$5.68M | – | 607 |
|
|
2024
Q3 | $5.68M | Buy |
23,889
+12,151
| +104% | +$2.76M | 0.26% | 96 |
|
|
2024
Q2 | $2.57M | Sell |
11,738
-1,450
| -11% | -$318K | 0.12% | 175 |
|
|
2024
Q1 | $3.02M | Sell |
13,188
-4,193
| -24% | -$902K | 0.14% | 164 |
|
|
2023
Q4 | $3.71M | Sell |
17,381
-295
| -2% | -$56.8K | 0.2% | 126 |
|
|
2023
Q3 | $3.34M | Sell |
17,676
-1,822
| -9% | -$363K | 0.21% | 127 |
|
|
2023
Q2 | $3.88M | Sell |
19,498
-1,164
| -6% | -$220K | 0.22% | 111 |
|
|
2023
Q1 | $3.92M | Sell |
20,662
-13,583
| -40% | -$2.63M | 0.3% | 75 |
|
|
2022
Q4 | $6.29M | Buy |
34,245
+12,740
| +59% | +$2.36M | 0.41% | 54 |
|
|
2022
Q3 | $3.67M | Buy |
+21,505
| New | +$4.06M | 0.37% | 76 |
|
|
2022
Q1 | – | Sell |
-17,693
| Closed | -$4M | – | 503 |
|
|
2021
Q4 | $4M | Sell |
17,693
-2,788
| -14% | -$634K | 0.23% | 96 |
|
|
2021
Q3 | $4.48M | Buy |
20,481
+739
| +4% | +$164K | 0.3% | 80 |
|
|
2021
Q2 | $4.45M | Sell |
19,742
-128,163
| -87% | -$28.4M | 0.29% | 89 |
|
|
2021
Q1 | $32.7M | Sell |
147,905
-14,371
| -9% | -$3.03M | 1.14% | 11 |
|
|
2020
Q4 | $31.6M | Sell |
162,276
-2,205
| -1% | -$389K | 1.35% | 11 |
|
|
2020
Q3 | $25.3M | Buy |
164,481
+16,221
| +11% | +$2.49M | 1.26% | 11 |
|
|
2020
Q2 | $21.6M | Buy |
148,260
+65,463
| +79% | +$8.79M | 1.19% | 15 |
|
|
2020
Q1 | $9.56M | Buy |
82,797
+71,679
| +645% | +$10.8M | 0.71% | 24 |
|
|
2019
Q4 | $1.84M | Buy |
11,118
+1,866
| +20% | +$297K | 0.14% | 160 |
|
|
2019
Q3 | $1.42M | Buy |
+9,252
| New | +$1.43M | 0.12% | 179 |
|
|
2019
Q1 | $1.05M | Sell |
6,897
-143
| -2% | -$21.3K | 0.12% | 188 |
|
|
2018
Q4 | $929K | Buy |
+7,040
| New | +$1.02M | 0.13% | 173 |
|
|
2018
Q3 | – | Sell |
-7,764
| Closed | -$1.24M | – | 446 |
|
|
2018
Q2 | $1.24M | Sell |
7,764
-385
| -5% | -$58.9K | 0.26% | 89 |
|
|
2018
Q1 | $1.21M | Sell |
8,149
-1,267
| -13% | -$189K | 0.3% | 77 |
|
|
2017
Q4 | $1.43M | Sell |
9,416
-950
| -9% | -$137K | 0.35% | 68 |
|
|
2017
Q3 | $1.48M | Sell |
10,366
-1,179
| -10% | -$161K | 0.39% | 64 |
|
|
2017
Q2 | $1.57M | Buy |
11,545
+1,422
| +14% | +$191K | 0.45% | 56 |
|
|
2017
Q1 | $1.35M | Buy |
10,123
+950
| +10% | +$126K | 0.4% | 63 |
|
|
2016
Q4 | $1.24M | Buy |
+9,173
| New | +$1.14M | 0.41% | 65 |
|
Other funds holding VB
Sowell Financial Services's VB Position: Q2 2026 in Review
Sowell Financial Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.9% in Q2 2026, buying an estimated $180K and bringing the position to 7,676 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #281.
Sowell Financial Services first reported a position in VB in Q4 2016 and has held it in 34 quarters since. The position peaked at $32.7M in Q1 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Sowell Financial Services held 7,676 shares of Vanguard Morningstar Small-Cap ETF worth $2.33M as of Q2 2026.
- Sowell Financial Services bought 629 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $180K.
- Vanguard Morningstar Small-Cap ETF made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #281 holding.
- Sowell Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 34 quarters since.
- Sowell Financial Services's Vanguard Morningstar Small-Cap ETF position peaked at $32.7M in Q1 2021.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.