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V2 Financial group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

V2 Financial group’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 		$1.1M Buy
3,616
+2
+0.1% +$573 0.41% 34
2026
Q1 		$947K Buy
3,614
+201
+6% +$54.4K 0.44% 35
2025
Q4 		$880K Buy
3,413
+3
+0.1% +$769 0.43% 37
2025
Q3 		$867K Sell
3,410
-138
-4% -$34.2K 0.48% 32
2025
Q2 		$841K Sell
3,548
-58
-2% -$12.9K 0.51% 28
2025
Q1 		$800K Buy
3,606
+2
+0.1% +$478 0.51% 32
2024
Q4 		$866K Sell
3,604
-22
-0.6% -$5.41K 0.53% 31
2024
Q3 		$860K Hold
3,626
– – 0.56% 27
2024
Q2 		$839K Sell
3,626
-433
-11% -$95.1K 0.56% 28
2024
Q1 		$928K Sell
4,059
-154
-4% -$33.1K 0.63% 23
2023
Q4 		$899K Sell
4,213
-13
-0.3% -$2.5K 0.63% 21
2023
Q3 		$799K Sell
4,226
-298
-7% -$59.4K 0.6% 22
2023
Q2 		$900K Sell
4,524
-68
-1% -$12.8K 0.65% 19
2023
Q1 		$870K Buy
4,592
+2
+0% +$388 0.63% 19
2022
Q4 		$843K Sell
4,590
-17
-0.4% -$3.15K 0.67% 21
2022
Q3 		$787K Buy
4,607
+1
+0% +$189 0.69% 18
2022
Q2 		$811K Buy
4,606
+2
+0% +$386 0.65% 18
2022
Q1 		$978K Sell
4,604
-521
-10% -$110K 0.74% 19
2021
Q4 		$1.16M Hold
5,125
– – 0.9% 25
2021
Q3 		$1.12M Hold
5,125
– – 0.97% 19
2021
Q2 		$1.15M Sell
5,125
-5,016
-49% -$1.11M 0.98% 18
2021
Q1 		$2.17M Buy
10,141
+2,142
+27% +$451K 1.96% 9
2020
Q4 		$1.56M Buy
+7,999
New +$1.41M 1.58% 9

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

V2 Financial group's VB Position: Q2 2026 in Review

V2 Financial group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.06% in Q2 2026, buying an estimated $573 and bringing the position to 3,616 shares worth $1.1M. The position accounts for 0.41% of the portfolio, ranked #34.

V2 Financial group first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.17M in Q1 2021. 2,479 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • V2 Financial group held 3,616 shares of Vanguard Morningstar Small-Cap ETF worth $1.1M as of Q2 2026.
  • V2 Financial group bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
  • Vanguard Morningstar Small-Cap ETF made up 0.41% of V2 Financial group's portfolio in Q2 2026, its #34 holding.
  • V2 Financial group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • V2 Financial group's Vanguard Morningstar Small-Cap ETF position peaked at $2.17M in Q1 2021.
  • 2,479 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.