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

Tobias Financial 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	$320K	Sell	1,056 -6	-0.6%	-$1.72K	0.04%	112
2026 Q1	$278K	Buy	1,062 +23	+2%	+$6.22K	0.04%	116
2025 Q4	$268K	Hold	1,039	–	–	0.04%	117
2025 Q3	$264K	Sell	1,039 -103	-9%	-$25.5K	0.04%	109
2025 Q2	$271K	Buy	1,142 +103	+10%	+$23K	0.05%	100
2025 Q1	$230K	Hold	1,039	–	–	0.04%	104
2024 Q4	$250K	Hold	1,039	–	–	0.05%	96
2024 Q3	$246K	Buy	+1,039	New	+$236K	0.05%	94
2020 Q1	–	Sell	-93	Closed	-$15K	–	279
2019 Q4	$15K	Buy	+93	New	+$14.8K	0.01%	168

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

Tobias Financial Advisors's VB Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.56% in Q2 2026, selling an estimated $1.72K and leaving 1,056 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #112.

Tobias Financial Advisors first reported a position in VB in Q4 2019 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Tobias Financial Advisors held 1,056 shares of Vanguard Morningstar Small-Cap ETF worth $320K as of Q2 2026.
Tobias Financial Advisors sold 6 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.72K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Tobias Financial Advisors's portfolio in Q2 2026, its #112 holding.
Tobias Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.