UWM
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USAdvisors Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

USAdvisors Wealth Management’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 		$1.93M Buy
6,368
+206
+3% +$59K 0.55% 42
2026
Q1 		$1.56M Sell
6,162
-58
-0.9% -$15.7K 0.52% 44
2025
Q4 		$1.6M Sell
6,220
-96
-2% -$24.6K 0.53% 45
2025
Q3 		$1.61M Buy
6,316
+163
+3% +$40.4K 0.55% 44
2025
Q2 		$1.46M Buy
6,153
+43
+0.7% +$9.59K 0.54% 48
2025
Q1 		$1.35M Sell
6,110
-154
-2% -$36.8K 0.47% 48
2024
Q4 		$1.5M Sell
6,264
-178
-3% -$43.8K 0.49% 49
2024
Q3 		$1.53M Buy
6,442
+190
+3% +$43.2K 0.53% 48
2024
Q2 		$1.36M Sell
6,252
-42
-0.7% -$9.22K 0.48% 52
2024
Q1 		$1.43M Sell
6,294
-110
-2% -$23.7K 0.54% 52
2023
Q4 		$1.37M Sell
6,404
-2,179
-25% -$420K 0.57% 48
2023
Q3 		$1.62M Buy
8,583
+179
+2% +$35.7K 0.72% 38
2023
Q2 		$1.67M Buy
8,404
+731
+10% +$138K 0.79% 36
2023
Q1 		$1.46M Sell
7,673
-222
-3% -$43.1K 0.69% 37
2022
Q4 		$1.45M Sell
7,895
-14,782
-65% -$2.74M 0.7% 39
2022
Q3 		$3.88M Buy
22,677
+584
+3% +$110K 1.98% 19
2022
Q2 		$3.89M Sell
22,093
-514
-2% -$99.3K 1.95% 20
2022
Q1 		$4.8M Sell
22,607
-1,737
-7% -$366K 2.05% 19
2021
Q4 		$5.5M Buy
24,344
+8,891
+58% +$2.02M 2.24% 17
2021
Q3 		$3.38M Buy
15,453
+1,561
+11% +$347K 1.46% 21
2021
Q2 		$3.13M Buy
13,892
+362
+3% +$80.2K 1.7% 19
2021
Q1 		$2.9M Buy
13,530
+10,668
+373% +$2.25M 1.4% 23
2020
Q4 		$568K Buy
+2,862
New +$505K 0.27% 56
2019
Q3 		– Sell
-3,784
Closed -$593 – 63
2019
Q2 		$593 Buy
+3,784
New +$585K 0.25% 25

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

USAdvisors Wealth Management's VB Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.3% in Q2 2026, buying an estimated $59K and bringing the position to 6,368 shares worth $1.93M. The position accounts for 0.55% of the portfolio, ranked #42.

USAdvisors Wealth Management first reported a position in VB in Q2 2019 and has held it in 24 quarters since. The position peaked at $5.5M in Q4 2021. 1,303 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • USAdvisors Wealth Management held 6,368 shares of Vanguard Morningstar Small-Cap ETF worth $1.93M as of Q2 2026.
  • USAdvisors Wealth Management bought 206 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $59K.
  • Vanguard Morningstar Small-Cap ETF made up 0.55% of USAdvisors Wealth Management's portfolio in Q2 2026, its #42 holding.
  • USAdvisors Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 24 quarters since.
  • USAdvisors Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $5.5M in Q4 2021.
  • 1,303 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.