Tactive Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tactive Advisors’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	$989K	Buy	3,263 +151	+5%	+$43.3K	0.24%	89
2026 Q1	$815K	Buy	3,112 +11	+0.4%	+$2.98K	0.23%	102
2025 Q4	$800K	Sell	3,101 -660	-18%	-$169K	0.23%	102
2025 Q3	$956K	Buy	3,761 +120	+3%	+$29.8K	0.27%	88
2025 Q2	$863K	Buy	+3,641	New	+$812K	0.28%	86
2024 Q1	$272K	Sell	1,188 -248	-17%	-$53.3K	0.14%	107
2023 Q4	$306K	Sell	1,436 -172	-11%	-$33.1K	0.2%	69
2023 Q3	$304K	Buy	1,608 +155	+11%	+$30.9K	0.26%	49
2023 Q2	$289K	Buy	+1,453	New	+$275K	0.22%	52

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

Tactive Advisors's VB Position: Q2 2026 in Review

Tactive Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.9% in Q2 2026, buying an estimated $43.3K and bringing the position to 3,263 shares worth $989K. The position accounts for 0.24% of the portfolio, ranked #89.

Tactive Advisors first reported a position in VB in Q2 2023 and has held it in 9 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Tactive Advisors held 3,263 shares of Vanguard Morningstar Small-Cap ETF worth $989K as of Q2 2026.
Tactive Advisors bought 151 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $43.3K.
Vanguard Morningstar Small-Cap ETF made up 0.24% of Tactive Advisors's portfolio in Q2 2026, its #89 holding.
Tactive Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 9 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.