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Summit Investment Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Summit Investment Advisory Services’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 		$2.2M Buy
7,259
+12
+0.2% +$3.44K 0.55% 19
2026
Q1 		$1.9M Buy
7,247
+112
+2% +$30.3K 0.71% 17
2025
Q4 		$1.84M Buy
7,135
+59
+0.8% +$15.1K 0.69% 20
2025
Q3 		$1.8M Buy
7,076
+269
+4% +$66.7K 0.72% 20
2025
Q2 		$1.61M Buy
6,807
+180
+3% +$40.2K 0.7% 20
2025
Q1 		$1.47M Sell
6,627
-118
-2% -$28.2K 0.72% 20
2024
Q4 		$1.62M Buy
6,745
+14
+0.2% +$3.44K 0.84% 21
2024
Q3 		$1.6M Buy
+6,731
New +$1.53M 0.85% 22
2024
Q2 		– Sell
-6,714
Closed -$1.53M – 90
2024
Q1 		$1.53M Sell
6,714
-16
-0.2% -$3.44K 0.91% 16
2023
Q4 		$1.44M Buy
6,730
+10
+0.1% +$1.93K 0.9% 16
2023
Q3 		$1.27M Buy
6,720
+3
+0% +$598 0.94% 15
2023
Q2 		$1.34M Sell
6,717
-90
-1% -$17K 0.88% 15
2023
Q1 		$1.29M Buy
6,807
+8
+0.1% +$1.55K 0.92% 15
2022
Q4 		$1.25M Buy
+6,799
New +$1.26M 1.51% 13

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

Summit Investment Advisory Services's VB Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.17% in Q2 2026, buying an estimated $3.44K and bringing the position to 7,259 shares worth $2.2M. The position accounts for 0.55% of the portfolio, ranked #19.

Summit Investment Advisory Services first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Summit Investment Advisory Services held 7,259 shares of Vanguard Morningstar Small-Cap ETF worth $2.2M as of Q2 2026.
  • Summit Investment Advisory Services bought 12 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.44K.
  • Vanguard Morningstar Small-Cap ETF made up 0.55% of Summit Investment Advisory Services's portfolio in Q2 2026, its #19 holding.
  • Summit Investment Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.