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

Urban Financial Advisory Corp’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	$619K	Sell	2,041 -19	-0.9%	-$5.45K	0.17%	25
2026 Q1	$540K	Buy	2,060 +270	+15%	+$73.1K	0.19%	22
2025 Q4	$462K	Buy	1,790 +141	+9%	+$36.1K	0.18%	24
2025 Q3	$419K	Buy	1,649 +22	+1%	+$5.46K	0.2%	24
2025 Q2	$386K	Buy	1,627 +65	+4%	+$14.5K	0.19%	24
2025 Q1	$346K	Buy	1,562 +1,482	+1,853%	+$354K	0.19%	24
2024 Q4	$19.2K	Hold	80	–	–	0.01%	51
2024 Q3	$19K	Buy	+80	New	+$18.2K	0.01%	49

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

Urban Financial Advisory Corp's VB Position: Q2 2026 in Review

Urban Financial Advisory Corp reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.92% in Q2 2026, selling an estimated $5.45K and leaving 2,041 shares worth $619K. The position accounts for 0.17% of the portfolio, ranked #25.

Urban Financial Advisory Corp first reported a position in VB in Q3 2024 and has held it in 8 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Urban Financial Advisory Corp held 2,041 shares of Vanguard Morningstar Small-Cap ETF worth $619K as of Q2 2026.
Urban Financial Advisory Corp sold 19 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.45K.
Vanguard Morningstar Small-Cap ETF made up 0.17% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #25 holding.
Urban Financial Advisory Corp first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.