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

TrueWealth 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 		$414K Sell
1,366
-3
-0.2% -$860 0.09% 163
2026
Q1 		$359K Sell
1,369
-6
-0.4% -$1.62K 0.09% 179
2025
Q4 		$355K Sell
1,375
-64
-4% -$16.4K 0.09% 175
2025
Q3 		$366K Sell
1,439
-31
-2% -$7.69K 0.1% 159
2025
Q2 		$348K Sell
1,470
-130
-8% -$29K 0.1% 156
2025
Q1 		$355K Sell
1,600
-302
-16% -$72.1K 0.12% 144
2024
Q4 		$457K Sell
1,902
-107
-5% -$26.3K 0.15% 126
2024
Q3 		$476K Sell
2,009
-290
-13% -$65.9K 0.16% 113
2024
Q2 		$501K Buy
2,299
+46
+2% +$10.1K 0.19% 98
2024
Q1 		$515K Sell
2,253
-36
-2% -$7.74K 0.2% 90
2023
Q4 		$488K Sell
2,289
-11
-0.5% -$2.12K 0.19% 89
2023
Q3 		$435K Sell
2,300
-14
-0.6% -$2.79K 0.18% 94
2023
Q2 		$460K Sell
2,314
-373
-14% -$70.5K 0.19% 89
2023
Q1 		$509K Sell
2,687
-29
-1% -$5.62K 0.21% 82
2022
Q4 		$498K Sell
2,716
-108
-4% -$20K 0.22% 78
2022
Q3 		$483K Sell
2,824
-352
-11% -$66.5K 0.23% 79
2022
Q2 		$559K Sell
3,176
-8,138
-72% -$1.57M 0.26% 80
2022
Q1 		$2.56M Hold
11,314
– – 1.15% 20
2021
Q4 		$2.56M Buy
11,314
+505
+5% +$115K 1.15% 20
2021
Q3 		$2.36M Buy
10,809
+1,629
+18% +$362K 1.33% 20
2021
Q2 		$2.07M Buy
9,180
+956
+12% +$212K 1.21% 20
2021
Q1 		$1.77M Buy
8,224
+3,823
+87% +$805K 1.15% 21
2020
Q4 		$897K Buy
+4,401
New +$776K 0.77% 36

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TrueWealth Advisors's VB Position: Q2 2026 in Review

TrueWealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.22% in Q2 2026, selling an estimated $860 and leaving 1,366 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #163.

TrueWealth Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.56M in Q1 2022. 1,322 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • TrueWealth Advisors held 1,366 shares of Vanguard Morningstar Small-Cap ETF worth $414K as of Q2 2026.
  • TrueWealth Advisors sold 3 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $860.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of TrueWealth Advisors's portfolio in Q2 2026, its #163 holding.
  • TrueWealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.56M in Q1 2022.
  • 1,322 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.