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Strategic Family Wealth Counselors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Strategic Family Wealth Counselors’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 		$3.57M Buy
11,773
+616
+6% +$177K 0.83% 37
2026
Q1 		$2.92M Buy
11,157
+92
+0.8% +$24.9K 0.77% 38
2025
Q4 		$3.01M Buy
11,065
+454
+4% +$116K 0.68% 39
2025
Q3 		$2.7M Buy
10,611
+305
+3% +$75.6K 0.69% 37
2025
Q2 		$2.44M Sell
10,306
-865
-8% -$193K 0.7% 37
2025
Q1 		$2.48M Buy
11,171
+369
+3% +$88.1K 0.81% 37
2024
Q4 		$2.6M Buy
10,802
+722
+7% +$178K 0.85% 36
2024
Q3 		$2.39M Sell
10,080
-156
-2% -$35.4K 0.84% 35
2024
Q2 		$2.23M Buy
10,236
+119
+1% +$26.1K 0.85% 34
2024
Q1 		$2.31M Buy
10,117
+54
+0.5% +$11.6K 0.91% 33
2023
Q4 		$2.15M Buy
10,063
+535
+6% +$103K 0.9% 31
2023
Q3 		$1.8M Sell
9,528
-754
-7% -$150K 0.87% 32
2023
Q2 		$2.04M Sell
10,282
-112
-1% -$21.2K 0.94% 30
2023
Q1 		$1.97M Sell
10,394
-262
-2% -$50.8K 0.93% 30
2022
Q4 		$1.96M Sell
10,656
-517
-5% -$95.8K 0.97% 33
2022
Q3 		$1.91M Buy
11,173
+986
+10% +$186K 0.94% 27
2022
Q2 		$1.79M Buy
10,187
+962
+10% +$186K 0.86% 29
2022
Q1 		$1.96M Buy
9,225
+819
+10% +$172K 0.79% 31
2021
Q4 		$1.9M Buy
8,406
+1,856
+28% +$422K 0.61% 34
2021
Q3 		$1.43M Buy
6,550
+118
+2% +$26.2K 0.49% 32
2021
Q2 		$1.45M Buy
6,432
+251
+4% +$55.6K 0.47% 31
2021
Q1 		$1.32M Sell
6,181
-3
-0% -$632 0.5% 33
2020
Q4 		$1.2M Buy
6,184
+55
+0.9% +$9.7K 0.62% 32
2020
Q3 		$943K Buy
6,129
+290
+5% +$44.5K 0.53% 34
2020
Q2 		$851K Buy
5,839
+1,410
+32% +$189K 0.54% 35
2020
Q1 		$511K Sell
4,429
-4,444
-50% -$668K 0.38% 41
2019
Q4 		$1.47M Buy
8,873
+2,443
+38% +$389K 1.19% 22
2019
Q3 		$990K Buy
6,430
+324
+5% +$50.2K 0.75% 26
2019
Q2 		$957K Buy
6,106
+219
+4% +$33.8K 0.74% 26
2019
Q1 		$900K Buy
5,887
+2,876
+96% +$428K 0.73% 24
2018
Q4 		$397K Buy
+3,011
New +$438K 0.45% 39

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

Strategic Family Wealth Counselors's VB Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.5% in Q2 2026, buying an estimated $177K and bringing the position to 11,773 shares worth $3.57M. The position accounts for 0.83% of the portfolio, ranked #37.

Strategic Family Wealth Counselors first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Strategic Family Wealth Counselors held 11,773 shares of Vanguard Morningstar Small-Cap ETF worth $3.57M as of Q2 2026.
  • Strategic Family Wealth Counselors bought 616 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $177K.
  • Vanguard Morningstar Small-Cap ETF made up 0.83% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #37 holding.
  • Strategic Family Wealth Counselors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.