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

Transamerica 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 		$911K Buy
3,005
+951
+46% +$273K 0.08% 221
2026
Q1 		$538K Buy
2,054
+811
+65% +$219K 0.05% 280
2025
Q4 		$321K Buy
1,243
+405
+48% +$104K 0.03% 297
2025
Q3 		$214K Buy
+838
New +$208K 0.02% 319
2024
Q3 		– Sell
-47
Closed -$11K – 662
2024
Q2 		$11K Hold
47
– – ﹤0.01% 313
2024
Q1 		$11K Sell
47
-2,521
-98% -$542K ﹤0.01% 342
2023
Q4 		$548K Buy
+2,568
New +$495K 0.08% 168
2015
Q3 		– Sell
-2
Closed -$1K – 919
2015
Q2 		$1K Sell
2
-10,711
-100% -$1.32M ﹤0.01% 860
2015
Q1 		$1.31M Sell
10,713
-2,741
-20% -$325K 0.09% 152
2014
Q4 		$1.57M Buy
13,454
+5,477
+69% +$623K 0.12% 103
2014
Q3 		$883K Buy
7,977
+7,974
+265,800% +$913K 0.08% 121
2014
Q2 		$1K Hold
3
– – ﹤0.01% 658
2014
Q1 		$1K Buy
3
+2
+200% +$222 ﹤0.01% 620
2013
Q4 		$1K Buy
+1
New +$106 ﹤0.01% 586
2013
Q3 		– Sell
-21
Closed -$2K – 636
2013
Q2 		$2K Buy
+21
New +$1.94K ﹤0.01% 524

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 22.9% 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

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

Transamerica Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 46% in Q2 2026, buying an estimated $273K and bringing the position to 3,005 shares worth $911K. The position accounts for 0.08% of the portfolio, ranked #221.

Transamerica Financial Advisors first reported a position in VB in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.57M in Q4 2014. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Transamerica Financial Advisors held 3,005 shares of Vanguard Morningstar Small-Cap ETF worth $911K as of Q2 2026.
  • Transamerica Financial Advisors bought 951 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $273K.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Transamerica Financial Advisors's portfolio in Q2 2026, its #221 holding.
  • Transamerica Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 15 quarters since.
  • Transamerica Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.57M in Q4 2014.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.