TRUE Private Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

TRUE Private Wealth 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	$299K	Sell	985 -16	-2%	-$4.58K	0.03%	226
2026 Q1	$262K	Buy	+1,001	New	+$271K	0.03%	233
2021 Q1	–	Sell	-64	Closed	-$12K	–	677
2020 Q4	$12K	Buy	64 +20	+45%	+$3.53K	﹤0.01%	518
2020 Q3	$6K	Hold	44	–	–	﹤0.01%	553
2020 Q2	$6K	Sell	44 -28	-39%	-$3.76K	﹤0.01%	546
2020 Q1	$8K	Hold	72	–	–	﹤0.01%	483
2019 Q4	$11K	Buy	+72	New	+$11.5K	﹤0.01%	592
2019 Q3	–	Sell	-80	Closed	-$12K	–	690
2019 Q2	$12K	Buy	+80	New	+$12.4K	﹤0.01%	527
2018 Q4	–	Sell	-44	Closed	-$7.18K	–	873
2018 Q3	$7.18K	Buy	+44	New	+$7.12K	﹤0.01%	821

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 Private Wealth Advisors's VB Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.6% in Q2 2026, selling an estimated $4.58K and leaving 985 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #226.

TRUE Private Wealth Advisors first reported a position in VB in Q3 2018 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

TRUE Private Wealth Advisors held 985 shares of Vanguard Morningstar Small-Cap ETF worth $299K as of Q2 2026.
TRUE Private Wealth Advisors sold 16 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.58K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #226 holding.
TRUE Private Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2018 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 TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.