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Tempus Wealth Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tempus Wealth Planning’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 		$397K Sell
1,311
-40
-3% -$11.5K 0.08% 197
2026
Q1 		$354K Sell
1,351
-20
-1% -$5.41K 0.08% 204
2025
Q4 		$354K Buy
1,371
+4
+0.3% +$1.02K 0.08% 203
2025
Q3 		$347K Buy
1,367
+26
+2% +$6.45K 0.08% 210
2025
Q2 		$318K Hold
1,341
– – 0.08% 205
2025
Q1 		$297K Buy
1,341
+53
+4% +$12.7K 0.09% 201
2024
Q4 		$310K Sell
1,288
-30
-2% -$7.38K 0.09% 187
2024
Q3 		$313K Buy
1,318
+3
+0.2% +$682 0.11% 163
2024
Q2 		$287K Buy
1,315
+314
+31% +$69K 0.12% 162
2024
Q1 		$229K Hold
1,001
– – 0.1% 178
2023
Q4 		$214K Buy
+1,001
New +$193K 0.09% 181
2023
Q3 		– Sell
-1,012
Closed -$201K – 190
2023
Q2 		$201K Buy
+1,012
New +$191K 0.09% 180
2023
Q1 		– Sell
-1,312
Closed -$241K – 194
2022
Q4 		$241K Sell
1,312
-194
-13% -$36K 0.15% 155
2022
Q3 		$257K Buy
+1,506
New +$284K 0.17% 146
2022
Q1 		– Sell
-4,890
Closed -$1.1M – 151
2021
Q4 		$1.1M Sell
4,890
-14
-0.3% -$3.18K 0.6% 49
2021
Q3 		$1.07M Buy
4,904
+689
+16% +$153K 0.61% 47
2021
Q2 		$950K Sell
4,215
-2,892
-41% -$641K 0.63% 45
2021
Q1 		$1.52M Buy
+7,107
New +$1.5M 1.61% 17

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 22.96% 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

Tempus Wealth Planning's VB Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3% in Q2 2026, selling an estimated $11.5K and leaving 1,311 shares worth $397K. The position accounts for 0.08% of the portfolio, ranked #197.

Tempus Wealth Planning first reported a position in VB in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.52M in Q1 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Tempus Wealth Planning held 1,311 shares of Vanguard Morningstar Small-Cap ETF worth $397K as of Q2 2026.
  • Tempus Wealth Planning sold 40 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $11.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Tempus Wealth Planning's portfolio in Q2 2026, its #197 holding.
  • Tempus Wealth Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 18 quarters since.
  • Tempus Wealth Planning's Vanguard Morningstar Small-Cap ETF position peaked at $1.52M in Q1 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.