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

True Link 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	–	Sell	-40	Closed	-$10.5K	–	389
2026 Q1	$10.5K	Buy	+40	New	+$10.8K	﹤0.01%	322
2023 Q2	–	Sell	-85,741	Closed	-$16.3M	–	120
2023 Q1	$16.3M	Buy	85,741 +2,836	+3%	+$550K	2.04%	16
2022 Q4	$15.2M	Buy	82,905 +6,709	+9%	+$1.24M	2.06%	15
2022 Q3	$13M	Buy	76,196 +30,299	+66%	+$5.72M	1.89%	15
2022 Q2	$8.08M	Buy	45,897 +19,374	+73%	+$3.74M	1.22%	17
2022 Q1	$5.64M	Buy	26,523 +16,010	+152%	+$3.37M	0.81%	16
2021 Q4	$2.38M	Buy	10,513 +3,753	+56%	+$853K	0.32%	29
2021 Q3	$1.48M	Buy	6,760 +5,289	+360%	+$1.18M	0.2%	54
2021 Q2	$331K	Sell	1,471 -1,113	-43%	-$247K	0.05%	111
2021 Q1	$553K	Buy	2,584 +576	+29%	+$121K	0.08%	97
2020 Q4	$391K	Buy	+2,008	New	+$354K	0.06%	126

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

True Link Financial Advisors's VB Position: Q2 2026 in Review

True Link Financial Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 40 shares — an estimated $10.5K sold.

True Link Financial Advisors first reported a position in VB in Q4 2020 and held it in 11 quarters. The position peaked at $16.3M in Q1 2023. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

True Link Financial Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 40 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.5K.
True Link Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and held it in 11 quarters.
True Link Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $16.3M in Q1 2023.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.