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Spartan Wealth Advisory Services LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$3.59M Sell
11,850
-94
-0.8% -$26.9K 0.29% 79
2026
Q1 		$3.13M Buy
+11,944
New +$3.23M 0.27% 83

Other funds holding VB

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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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 $80B AUM 26.12% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's VB Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.79% in Q2 2026, selling an estimated $26.9K and leaving 11,850 shares worth $3.59M. The position accounts for 0.29% of the portfolio, ranked #79.

Spartan Wealth Advisory Services LLC first reported a position in VB in Q1 2026 and has held it in 2 quarters since. 2,397 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 11,850 shares of Vanguard Morningstar Small-Cap ETF worth $3.59M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 94 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $26.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.29% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #79 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.