Sterling Investment Advisors (Pennsylvania)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$291K	Buy	960 +1	+0.1%	+$287	0.05%	188
2026 Q1	$251K	Buy	959 +26	+3%	+$7.04K	0.05%	185
2025 Q4	$241K	Buy	+933	New	+$239K	0.04%	185
2022 Q3	–	Sell	-131	Closed	-$23K	–	498
2022 Q2	$23K	Hold	131	–	–	0.01%	318
2022 Q1	$28K	Hold	131	–	–	0.01%	326
2021 Q4	$30K	Hold	131	–	–	0.01%	323
2021 Q3	$29K	Buy	131 +45	+52%	+$10K	0.01%	317
2021 Q2	$19K	Buy	+86	New	+$19.1K	0.01%	360

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VB Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.1% in Q2 2026, buying an estimated $287 and bringing the position to 960 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #188.

Sterling Investment Advisors (Pennsylvania) first reported a position in VB in Q2 2021 and has held it in 8 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 960 shares of Vanguard Morningstar Small-Cap ETF worth $291K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #188 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 8 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.