TCWM
VB icon

Total Clarity Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Total Clarity Wealth Management’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 		$681K Buy
2,247
+208
+10% +$59.6K 0.13% 168
2026
Q1 		$534K Sell
2,039
-4
-0.2% -$1.08K 0.13% 170
2025
Q4 		$527K Buy
2,043
+248
+14% +$63.5K 0.13% 167
2025
Q3 		$456K Sell
1,795
-15
-0.8% -$3.72K 0.12% 176
2025
Q2 		$429K Buy
1,810
+3
+0.2% +$669 0.12% 178
2025
Q1 		$434K Hold
1,807
– – 0.14% 158
2024
Q4 		$434K Buy
1,807
+184
+11% +$45.3K 0.14% 158
2024
Q3 		$385K Sell
1,623
-25
-2% -$5.68K 0.12% 166
2024
Q2 		$359K Sell
1,648
-40
-2% -$8.78K 0.12% 166
2024
Q1 		$386K Buy
1,688
+46
+3% +$9.89K 0.13% 171
2023
Q4 		$350K Sell
1,642
-114
-6% -$22K 0.14% 161
2023
Q3 		$332K Sell
1,756
-8
-0.5% -$1.59K 0.16% 151
2023
Q2 		$351K Sell
1,764
-13
-0.7% -$2.46K 0.17% 138
2023
Q1 		$337K Sell
1,777
-45
-2% -$8.73K 0.18% 118
2022
Q4 		$335K Sell
1,822
-34
-2% -$6.3K 0.17% 145
2022
Q3 		$317K Sell
1,856
-141
-7% -$26.6K 0.2% 147
2022
Q2 		$352K Sell
1,997
-26
-1% -$5.02K 0.18% 134
2022
Q1 		$430K Sell
2,023
-2,739
-58% -$577K 0.24% 115
2021
Q4 		$1.08M Sell
4,762
-6,033
-56% -$1.37M 0.49% 51
2021
Q3 		$2.36M Sell
10,795
-24
-0.2% -$5.33K 1.12% 19
2021
Q2 		$2.44M Sell
10,819
-8,916
-45% -$1.98M 1.36% 18
2021
Q1 		$4.22M Sell
19,735
-1,978
-9% -$417K 2.43% 3
2020
Q4 		$4.23M Buy
21,713
+161
+0.7% +$28.4K 2.94% 3
2020
Q3 		$3.31M Sell
21,552
-650
-3% -$99.8K 2.89% 5
2020
Q2 		$3.23M Buy
+22,202
New +$2.98M 2.97% 5

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

Total Clarity Wealth Management's VB Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, buying an estimated $59.6K and bringing the position to 2,247 shares worth $681K. The position accounts for 0.13% of the portfolio, ranked #168.

Total Clarity Wealth Management first reported a position in VB in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.23M in Q4 2020. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Total Clarity Wealth Management held 2,247 shares of Vanguard Morningstar Small-Cap ETF worth $681K as of Q2 2026.
  • Total Clarity Wealth Management bought 208 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $59.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Total Clarity Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Total Clarity Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Total Clarity Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $4.23M in Q4 2020.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.