Toth Financial Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Toth Financial Advisory’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	$54.6K	Hold	180	–	–	0.01%	369
2026 Q1	$47.2K	Hold	180	–	–	0.01%	365
2025 Q4	$46.4K	Hold	180	–	–	0.01%	369
2025 Q3	$45.7K	Hold	180	–	–	﹤0.01%	362
2025 Q2	$42.5K	Hold	180	–	–	0.01%	330
2025 Q1	$39.8K	Sell	180 -89	-33%	-$21.3K	﹤0.01%	317
2024 Q4	$64.7K	Hold	269	–	–	0.01%	268
2024 Q3	$63.7K	Sell	269 -79	-23%	-$18K	0.01%	268
2024 Q2	$75.9K	Sell	348 -151	-30%	-$33.2K	0.01%	260
2024 Q1	$114K	Buy	499 +1	+0.2%	+$215	0.01%	225
2023 Q4	$106K	Buy	498 +310	+165%	+$59.7K	0.01%	233
2023 Q3	$35.5K	Hold	188	–	–	0.01%	301
2023 Q2	$37.4K	Hold	188	–	–	0.01%	307
2023 Q1	$35.6K	Buy	+188	New	+$36.5K	0.01%	312
2018 Q1	–	Sell	-200	Closed	-$30K	–	465
2017 Q4	$30K	Buy	+200	New	+$28.9K	0.01%	245

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

Toth Financial Advisory's VB Position: Q2 2026 in Review

Toth Financial Advisory held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 180 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #369.

Toth Financial Advisory first reported a position in VB in Q4 2017 and has held it in 15 quarters since. The position peaked at $114K in Q1 2024. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Toth Financial Advisory held 180 shares of Vanguard Morningstar Small-Cap ETF worth $54.6K as of Q2 2026.
Toth Financial Advisory left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #369 holding.
Toth Financial Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 15 quarters since.
Toth Financial Advisory's Vanguard Morningstar Small-Cap ETF position peaked at $114K in Q1 2024.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.