TCI Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.39M | Buy |
7,880
+196
| +3% | +$56.2K | 0.1% | 64 |
|
|
2026
Q1 | $2.01M | Sell |
7,684
-14
| -0.2% | -$3.79K | 0.11% | 68 |
|
|
2025
Q4 | $1.99M | Buy |
7,698
+775
| +11% | +$199K | 0.11% | 70 |
|
|
2025
Q3 | $1.76M | Buy |
6,923
+39
| +0.6% | +$9.67K | 0.11% | 72 |
|
|
2025
Q2 | $1.63M | Sell |
6,884
-39
| -0.6% | -$8.7K | 0.11% | 69 |
|
|
2025
Q1 | $1.54M | Buy |
6,923
+107
| +2% | +$25.6K | 0.12% | 63 |
|
|
2024
Q4 | $1.64M | Sell |
6,816
-524
| -7% | -$129K | 0.14% | 60 |
|
|
2024
Q3 | $1.74M | Sell |
7,340
-10
| -0.1% | -$2.27K | 0.15% | 56 |
|
|
2024
Q2 | $1.6M | Sell |
7,350
-227
| -3% | -$49.8K | 0.15% | 57 |
|
|
2024
Q1 | $1.73M | Sell |
7,577
-599
| -7% | -$129K | 0.17% | 53 |
|
|
2023
Q4 | $1.74M | Buy |
8,176
+788
| +11% | +$152K | 0.19% | 51 |
|
|
2023
Q3 | $1.4M | Sell |
7,388
-186
| -2% | -$37.1K | 0.18% | 54 |
|
|
2023
Q2 | $1.51M | Buy |
7,574
+488
| +7% | +$92.2K | 0.19% | 49 |
|
|
2023
Q1 | $1.34M | Sell |
7,086
-9
| -0.1% | -$1.75K | 0.17% | 53 |
|
|
2022
Q4 | $1.3M | Buy |
7,095
+806
| +13% | +$149K | 0.18% | 53 |
|
|
2022
Q3 | $1.07M | Sell |
6,289
-59
| -0.9% | -$11.1K | 0.17% | 54 |
|
|
2022
Q2 | $1.12M | Buy |
6,348
+82
| +1% | +$15.8K | 0.17% | 56 |
|
|
2022
Q1 | $1.33M | Buy |
6,266
+5
| +0.1% | +$1.05K | 0.2% | 51 |
|
|
2021
Q4 | $1.42M | Buy |
6,261
+41
| +0.7% | +$9.32K | 0.21% | 48 |
|
|
2021
Q3 | $1.36M | Buy |
6,220
+321
| +5% | +$71.4K | 0.21% | 52 |
|
|
2021
Q2 | $1.33M | Buy |
5,899
+364
| +7% | +$80.7K | 0.22% | 49 |
|
|
2021
Q1 | $1.19M | Sell |
5,535
-371
| -6% | -$78.2K | 0.5% | 48 |
|
|
2020
Q4 | $1.15M | Sell |
5,906
-82
| -1% | -$14.5K | 0.51% | 46 |
|
|
2020
Q3 | $921K | Sell |
5,988
-39
| -0.6% | -$5.99K | 0.36% | 57 |
|
|
2020
Q2 | $878K | Sell |
6,027
-1,669
| -22% | -$224K | 0.38% | 58 |
|
|
2020
Q1 | $888K | Buy |
7,696
+5,562
| +261% | +$836K | 0.44% | 52 |
|
|
2019
Q4 | $353K | Buy |
2,134
+124
| +6% | +$19.8K | 0.14% | 115 |
|
|
2019
Q3 | $309K | Buy |
2,010
+102
| +5% | +$15.8K | 0.14% | 111 |
|
|
2019
Q2 | $299K | Buy |
1,908
+65
| +4% | +$10K | 0.13% | 114 |
|
|
2019
Q1 | $282K | Hold |
1,843
| – | – | 0.12% | 120 |
|
|
2018
Q4 | $243K | Sell |
1,843
-20
| -1% | -$2.91K | 0.12% | 125 |
|
|
2018
Q3 | $303K | Sell |
1,863
-46
| -2% | -$7.44K | 0.13% | 118 |
|
|
2018
Q2 | $297K | Hold |
1,909
| – | – | 0.13% | 111 |
|
|
2018
Q1 | $280K | Sell |
1,909
-323
| -14% | -$48.2K | 0.13% | 115 |
|
|
2017
Q4 | $330K | Buy |
2,232
+1,494
| +202% | +$216K | 0.14% | 113 |
|
|
2017
Q3 | $104K | Buy |
738
+98
| +15% | +$13.4K | 0.05% | 203 |
|
|
2017
Q2 | $87K | Sell |
640
-50
| -7% | -$6.7K | 0.04% | 219 |
|
|
2017
Q1 | $92K | Buy |
690
+24
| +4% | +$3.17K | 0.05% | 219 |
|
|
2016
Q4 | $86K | Buy |
666
+2
| +0.3% | +$248 | 0.05% | 243 |
|
|
2016
Q3 | $81K | Buy |
664
+1
| +0.2% | +$121 | 0.04% | 239 |
|
|
2016
Q2 | $77K | Buy |
663
+408
| +160% | +$46.3K | 0.04% | 241 |
|
|
2016
Q1 | $28K | Buy |
255
+19
| +8% | +$1.97K | 0.02% | 383 |
|
|
2015
Q4 | $26K | Hold |
236
| – | – | 0.01% | 399 |
|
|
2015
Q3 | $25K | Hold |
236
| – | – | 0.02% | 367 |
|
|
2015
Q2 | $29K | Hold |
236
| – | – | 0.02% | 347 |
|
|
2015
Q1 | $29K | Hold |
236
| – | – | 0.02% | 310 |
|
|
2014
Q4 | $28K | Hold |
236
| – | – | 0.02% | 315 |
|
|
2014
Q3 | $26K | Hold |
236
| – | – | 0.02% | 308 |
|
|
2014
Q2 | $28K | Hold |
236
| – | – | 0.02% | 310 |
|
|
2014
Q1 | $27K | Buy |
236
+122
| +107% | +$13.5K | 0.02% | 297 |
|
|
2013
Q4 | $13K | Buy |
114
+11
| +11% | +$1.17K | 0.01% | 388 |
|
|
2013
Q3 | $11K | Hold |
103
| – | – | 0.01% | 365 |
|
|
2013
Q2 | $10K | Buy |
+103
| New | +$9.53K | 0.01% | 379 |
|
Other funds holding VB
TCI Wealth Advisors's VB Position: Q2 2026 in Review
TCI Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.6% in Q2 2026, buying an estimated $56.2K and bringing the position to 7,880 shares worth $2.39M. The position accounts for 0.1% of the portfolio, ranked #64.
TCI Wealth Advisors first reported a position in VB in Q2 2013 and has held it in 53 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- TCI Wealth Advisors held 7,880 shares of Vanguard Morningstar Small-Cap ETF worth $2.39M as of Q2 2026.
- TCI Wealth Advisors bought 196 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $56.2K.
- Vanguard Morningstar Small-Cap ETF made up 0.1% of TCI Wealth Advisors's portfolio in Q2 2026, its #64 holding.
- TCI Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.