SRH Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SRH Advisors’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	$72.7K	Hold	240	–	–	0.02%	123
2026 Q1	$62.9K	Hold	240	–	–	0.02%	123
2025 Q4	$61.9K	Hold	240	–	–	0.02%	126
2025 Q3	$61K	Hold	240	–	–	0.02%	123
2025 Q2	$56.9K	Hold	240	–	–	0.02%	124
2025 Q1	$53.2K	Hold	240	–	–	0.02%	125
2024 Q4	$57.7K	Hold	240	–	–	0.02%	120
2024 Q3	$56.9K	Hold	240	–	–	0.02%	121
2024 Q2	$52.3K	Hold	240	–	–	0.02%	117
2024 Q1	$54.9K	Hold	240	–	–	0.02%	121
2023 Q4	$51.2K	Hold	240	–	–	0.02%	124
2023 Q3	$45.4K	Buy	240 +151	+170%	+$30.1K	0.02%	119
2023 Q2	$16.9K	Hold	89	–	–	0.01%	165
2023 Q1	$17K	Hold	89	–	–	0.01%	166
2022 Q4	$16K	Hold	89	–	–	0.01%	170
2022 Q3	$15K	Hold	89	–	–	0.02%	184
2022 Q2	$16K	Hold	89	–	–	0.02%	176
2022 Q1	$19K	Hold	89	–	–	0.02%	181
2021 Q4	$20K	Hold	89	–	–	0.02%	180
2021 Q3	$19K	Hold	89	–	–	0.02%	181
2021 Q2	$20K	Hold	89	–	–	0.02%	177
2021 Q1	$19K	Hold	89	–	–	0.03%	167
2020 Q4	$17K	Buy	89 +70	+368%	+$12.3K	0.03%	171
2020 Q3	$3K	Hold	19	–	–	0.01%	263
2020 Q2	$3K	Hold	19	–	–	0.01%	241
2020 Q1	$2K	Buy	+19	New	+$2.85K	0.01%	252

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SRH Advisors's VB Position: Q2 2026 in Review

SRH Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 240 shares worth $72.7K. The position accounts for 0.02% of the portfolio, ranked #123.

SRH Advisors first reported a position in VB in Q1 2020 and has held it in 26 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

SRH Advisors held 240 shares of Vanguard Morningstar Small-Cap ETF worth $72.7K as of Q2 2026.
SRH Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of SRH Advisors's portfolio in Q2 2026, its #123 holding.
SRH Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.