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Sunbelt Securities’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sunbelt Securities’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 		$154K Buy
590
+204
+53% +$55.2K 0.01% 708
2025
Q4 		$99.4K Sell
386
-25
-6% -$6.41K 0.01% 824
2025
Q3 		$104K Sell
411
-566
-58% -$140K 0.01% 808
2025
Q2 		$235K Buy
977
+727
+291% +$162K 0.02% 550
2025
Q1 		$55.5K Sell
250
-727
-74% -$174K 0.01% 881
2024
Q4 		$234K Buy
977
+536
+122% +$132K 0.02% 551
2024
Q3 		$105K Buy
441
+1
+0.2% +$227 0.01% 748
2024
Q2 		$95.9K Buy
440
+27
+7% +$5.93K 0.01% 743
2024
Q1 		$94.3K Buy
413
+16
+4% +$3.44K 0.01% 728
2023
Q4 		$84.7K Sell
397
-10
-2% -$1.93K 0.01% 712
2023
Q3 		$76.9K Sell
407
-140
-26% -$27.9K 0.01% 708
2023
Q2 		$109K Buy
547
+488
+827% +$92.2K 0.02% 626
2023
Q1 		$11K Buy
+59
New +$11.4K ﹤0.01% 1106

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Sunbelt Securities's VB Position: Q1 2026 in Review

Sunbelt Securities increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 53% in Q1 2026, buying an estimated $55.2K and bringing the position to 590 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #708.

Sunbelt Securities first reported a position in VB in Q1 2023 and has held it in 13 quarters since. The position peaked at $235K in Q2 2025. 2,398 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Sunbelt Securities held 590 shares of Vanguard Morningstar Small-Cap ETF worth $154K as of Q1 2026.
  • Sunbelt Securities bought 204 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $55.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #708 holding.
  • Sunbelt Securities first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Vanguard Morningstar Small-Cap ETF position peaked at $235K in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.