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Strategic Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Strategic Financial Partners’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
Q1 		$1.28M Sell
4,883
-5
-0.1% -$1.35K 0.55% 37
2025
Q4 		$1.26M Hold
4,888
– – 0.55% 32
2025
Q3 		$1.24M Sell
4,888
-105
-2% -$26K 0.57% 32
2025
Q2 		$1.18M Buy
4,993
+15
+0.3% +$3.35K 0.55% 31
2025
Q1 		$1.1M Sell
4,978
-97
-2% -$23.2K 0.58% 34
2024
Q4 		$1.22M Buy
5,075
+129
+3% +$31.7K 0.62% 31
2024
Q3 		$1.17M Buy
4,946
+50
+1% +$11.4K 0.6% 29
2024
Q2 		$1.07M Buy
4,896
+75
+2% +$16.5K 0.59% 30
2024
Q1 		$1.1M Buy
4,821
+35
+0.7% +$7.53K 0.61% 31
2023
Q4 		$1.02M Hold
4,786
– – 0.59% 26
2023
Q3 		$905K Sell
4,786
-344
-7% -$68.5K 0.55% 28
2023
Q2 		$1.02M Buy
5,130
+325
+7% +$61.4K 0.58% 28
2023
Q1 		$911K Sell
4,805
-229
-5% -$44.4K 0.56% 29
2022
Q4 		$924K Sell
5,034
-7
-0.1% -$1.3K 0.56% 26
2022
Q3 		$862K Buy
5,041
+115
+2% +$21.7K 0.55% 21
2022
Q2 		$868K Buy
4,926
+255
+5% +$49.2K 0.51% 26
2022
Q1 		$993K Buy
4,671
+91
+2% +$19.2K 0.51% 26
2021
Q4 		$1.03M Buy
4,580
+153
+3% +$34.8K 0.51% 29
2021
Q3 		$968K Buy
4,427
+581
+15% +$129K 0.52% 24
2021
Q2 		$867K Buy
3,846
+328
+9% +$72.7K 0.48% 28
2021
Q1 		$753K Buy
3,518
+424
+14% +$89.3K 0.45% 31
2020
Q4 		$602K Buy
3,094
+277
+10% +$48.9K 0.39% 38
2020
Q3 		$433K Buy
2,817
+209
+8% +$32.1K 0.34% 41
2020
Q2 		$380K Buy
2,608
+382
+17% +$51.3K 0.31% 42
2020
Q1 		$257K Sell
2,226
-1,080
-33% -$162K 0.27% 53
2019
Q4 		$548K Buy
+3,306
New +$527K 0.45% 46

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Strategic Financial Partners's VB Position: Q1 2026 in Review

Strategic Financial Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.1% in Q1 2026, selling an estimated $1.35K and leaving 4,883 shares worth $1.28M. The position accounts for 0.55% of the portfolio, ranked #37.

Strategic Financial Partners first reported a position in VB in Q4 2019 and has held it in 26 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Strategic Financial Partners held 4,883 shares of Vanguard Morningstar Small-Cap ETF worth $1.28M as of Q1 2026.
  • Strategic Financial Partners sold 5 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $1.35K.
  • Vanguard Morningstar Small-Cap ETF made up 0.55% of Strategic Financial Partners's portfolio in Q1 2026, its #37 holding.
  • Strategic Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.