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

Symphony Financial’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 		$578K Buy
+1,908
New +$547K 0.06% 182
2025
Q2 		– Sell
-948
Closed -$219K – 261
2025
Q1 		$219K Buy
+948
New +$226K 0.13% 83

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 22.9% 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

Symphony Financial's VB Position: Q2 2026 in Review

Symphony Financial opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 1,908 shares worth $578K. The stake represents 0.06% of the portfolio and ranks #182 among its holdings. This is a return to the name: Symphony Financial previously reported a position in VB as recently as Q1 2025.

Symphony Financial first reported a position in VB in Q1 2025 and has held it in 2 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Symphony Financial held 1,908 shares of Vanguard Morningstar Small-Cap ETF worth $578K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Symphony Financial position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of Symphony Financial's portfolio in Q2 2026, its #182 holding.
  • Symphony Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.