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

Team 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	–	Sell	-68	Closed	-$17.8K	–	239
2026 Q1	$17.8K	Sell	68 -14	-17%	-$3.79K	0.01%	170
2025 Q4	$21.1K	Hold	82	–	–	0.01%	155
2025 Q3	$20.8K	Hold	82	–	–	0.01%	147
2025 Q2	$19.3K	Buy	+82	New	+$18.3K	0.01%	138
2024 Q1	–	Sell	-13	Closed	-$2.86K	–	198
2023 Q4	$2.86K	Hold	13	–	–	﹤0.01%	171
2023 Q3	$2.52K	Buy	+13	New	+$2.59K	﹤0.01%	173

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

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

Team Financial Group sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 68 shares — an estimated $17.8K sold.

Team Financial Group first reported a position in VB in Q3 2023 and held it in 6 quarters. The position peaked at $21.1K in Q4 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Team Financial Group reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 68 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $17.8K.
Team Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $21.1K in Q4 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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