Summit Wealth Group (Colorado)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Summit Wealth Group (Colorado)’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	$834K	Buy	2,751 +2	+0.1%	+$573	0.07%	149
2026 Q1	$720K	Buy	2,749 +1,071	+64%	+$290K	0.08%	136
2025 Q4	$433K	Buy	+1,678	New	+$430K	0.06%	165
2025 Q3	–	Sell	-3,789	Closed	-$901K	–	619
2025 Q2	$901K	Buy	+3,789	New	+$845K	0.23%	96

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

Summit Wealth Group (Colorado)'s VB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.07% in Q2 2026, buying an estimated $573 and bringing the position to 2,751 shares worth $834K. The position accounts for 0.07% of the portfolio, ranked #149.

Summit Wealth Group (Colorado) first reported a position in VB in Q2 2025 and has held it in 4 quarters since. The position peaked at $901K in Q2 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Summit Wealth Group (Colorado) held 2,751 shares of Vanguard Morningstar Small-Cap ETF worth $834K as of Q2 2026.
Summit Wealth Group (Colorado) bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #149 holding.
Summit Wealth Group (Colorado) first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s Vanguard Morningstar Small-Cap ETF position peaked at $901K in Q2 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.