Sunburst Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sunburst Financial Group’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	$1.51M	Sell	4,972 -40	-0.8%	-$11.5K	0.24%	44
2026 Q1	$1.31M	Sell	5,012 -1,566	-24%	-$424K	0.24%	45
2025 Q4	$1.7M	Buy	6,578 +82	+1%	+$21K	0.34%	38
2025 Q3	$1.65M	Sell	6,496 -92	-1%	-$22.8K	0.35%	38
2025 Q2	$1.56M	Sell	6,588 -4	-0.1%	-$892	0.35%	36
2025 Q1	$1.46M	Sell	6,592 -19	-0.3%	-$4.54K	0.36%	34
2024 Q4	$1.59M	Sell	6,611 -221	-3%	-$54.4K	0.39%	34
2024 Q3	$1.62M	Sell	6,832 -174	-2%	-$39.5K	0.41%	33
2024 Q2	$1.53M	Buy	7,006 +227	+3%	+$49.8K	0.41%	34
2024 Q1	$1.54M	Sell	6,779 -9	-0.1%	-$1.94K	0.43%	33
2023 Q4	$1.45M	Buy	6,788 +13	+0.2%	+$2.5K	0.45%	33
2023 Q3	$1.28M	Buy	6,775 +162	+2%	+$32.3K	0.45%	32
2023 Q2	$1.32M	Buy	6,613 +1,751	+36%	+$331K	0.46%	35
2023 Q1	$922K	Buy	4,862 +178	+4%	+$34.5K	0.34%	36
2022 Q4	$860K	Buy	4,684 +2,953	+171%	+$547K	0.34%	37
2022 Q3	$296K	Buy	+1,731	New	+$327K	0.14%	68

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

Sunburst Financial Group's VB Position: Q2 2026 in Review

Sunburst Financial Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.8% in Q2 2026, selling an estimated $11.5K and leaving 4,972 shares worth $1.51M. The position accounts for 0.24% of the portfolio, ranked #44.

Sunburst Financial Group first reported a position in VB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.7M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sunburst Financial Group held 4,972 shares of Vanguard Morningstar Small-Cap ETF worth $1.51M as of Q2 2026.
Sunburst Financial Group sold 40 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $11.5K.
Vanguard Morningstar Small-Cap ETF made up 0.24% of Sunburst Financial Group's portfolio in Q2 2026, its #44 holding.
Sunburst Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Sunburst Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.7M in Q4 2025.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.