Strengthening Families & Communities LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Strengthening Families & Communities 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	$484K	Buy	1,596 +70	+5%	+$20.1K	0.11%	121
2026 Q1	$400K	Buy	+1,526	New	+$413K	0.1%	125
2025 Q4	–	Sell	-82	Closed	-$20.9K	–	732
2025 Q3	$20.9K	Buy	+82	New	+$20.3K	﹤0.01%	311
2024 Q4	–	Sell	-105	Closed	-$24.9K	–	557
2024 Q3	$24.9K	Sell	105 -196	-65%	-$44.5K	0.01%	292
2024 Q2	$66K	Buy	+301	New	+$66.1K	0.02%	230
2023 Q1	–	Sell	-1	Closed	–	–	414
2022 Q4	$0	Buy	+1	New	+$185	﹤0.01%	384
2022 Q3	–	Sell	-164	Closed	-$35K	–	532
2022 Q2	$35K	Hold	164	–	–	0.02%	163
2022 Q1	$35K	Buy	+164	New	+$34.5K	0.02%	163

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

Strengthening Families & Communities LLC's VB Position: Q2 2026 in Review

Strengthening Families & Communities LLC increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.6% in Q2 2026, buying an estimated $20.1K and bringing the position to 1,596 shares worth $484K. The position accounts for 0.11% of the portfolio, ranked #121.

Strengthening Families & Communities LLC first reported a position in VB in Q1 2022 and has held it in 8 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Strengthening Families & Communities LLC held 1,596 shares of Vanguard Morningstar Small-Cap ETF worth $484K as of Q2 2026.
Strengthening Families & Communities LLC bought 70 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $20.1K.
Vanguard Morningstar Small-Cap ETF made up 0.11% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #121 holding.
Strengthening Families & Communities LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 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 Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.