Valmark Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.9M | Buy |
35,919
+402
| +1% | +$115K | 0.12% | 91 |
|
|
2026
Q1 | $9.3M | Buy |
35,517
+444
| +1% | +$120K | 0.11% | 92 |
|
|
2025
Q4 | $9.05M | Buy |
35,073
+931
| +3% | +$239K | 0.11% | 89 |
|
|
2025
Q3 | $8.68M | Buy |
34,142
+1,497
| +5% | +$371K | 0.11% | 86 |
|
|
2025
Q2 | $7.74M | Buy |
32,645
+127
| +0.4% | +$28.3K | 0.11% | 88 |
|
|
2025
Q1 | $7.21M | Buy |
32,518
+1,821
| +6% | +$435K | 0.11% | 88 |
|
|
2024
Q4 | $7.38M | Buy |
30,697
+357
| +1% | +$87.8K | 0.11% | 85 |
|
|
2024
Q3 | $7.2M | Buy |
30,340
+1,624
| +6% | +$369K | 0.11% | 84 |
|
|
2024
Q2 | $6.26M | Buy |
28,716
+1,331
| +5% | +$292K | 0.11% | 87 |
|
|
2024
Q1 | $6.26M | Buy |
27,385
+883
| +3% | +$190K | 0.11% | 82 |
|
|
2023
Q4 | $5.65M | Buy |
26,502
+949
| +4% | +$183K | 0.11% | 79 |
|
|
2023
Q3 | $4.83M | Buy |
25,553
+1,120
| +5% | +$223K | 0.1% | 77 |
|
|
2023
Q2 | $4.86M | Buy |
24,433
+854
| +4% | +$161K | 0.1% | 76 |
|
|
2023
Q1 | $4.47M | Buy |
23,579
+2,207
| +10% | +$428K | 0.1% | 77 |
|
|
2022
Q4 | $3.92M | Sell |
21,372
-554
| -3% | -$103K | 0.09% | 81 |
|
|
2022
Q3 | $3.75M | Buy |
21,926
+986
| +5% | +$186K | 0.08% | 74 |
|
|
2022
Q2 | $3.69M | Buy |
20,940
+2,031
| +11% | +$392K | 0.07% | 80 |
|
|
2022
Q1 | $4.02M | Buy |
18,909
+1,356
| +8% | +$285K | 0.07% | 80 |
|
|
2021
Q4 | $3.97M | Sell |
17,553
-1,369
| -7% | -$311K | 0.07% | 77 |
|
|
2021
Q3 | $4.14M | Buy |
18,922
+401
| +2% | +$89.1K | 0.08% | 70 |
|
|
2021
Q2 | $4.17M | Buy |
18,521
+1,286
| +7% | +$285K | 0.08% | 70 |
|
|
2021
Q1 | $3.69M | Sell |
17,235
-6,909
| -29% | -$1.46M | 0.07% | 71 |
|
|
2020
Q4 | $4.7M | Sell |
24,144
-2,030
| -8% | -$358K | 0.1% | 58 |
|
|
2020
Q3 | $4.03M | Buy |
26,174
+12,956
| +98% | +$1.99M | 0.09% | 60 |
|
|
2020
Q2 | $1.93M | Sell |
13,218
-551
| -4% | -$74K | 0.05% | 82 |
|
|
2020
Q1 | $1.59M | Buy |
13,769
+682
| +5% | +$102K | 0.04% | 76 |
|
|
2019
Q4 | $2.17M | Buy |
13,087
+2,106
| +19% | +$335K | 0.05% | 61 |
|
|
2019
Q3 | $1.69M | Buy |
10,981
+281
| +3% | +$43.6K | 0.04% | 74 |
|
|
2019
Q2 | $1.68M | Buy |
10,700
+1,027
| +11% | +$159K | 0.04% | 70 |
|
|
2019
Q1 | $1.48M | Buy |
9,673
+2,450
| +34% | +$364K | 0.03% | 71 |
|
|
2018
Q4 | $953K | Buy |
7,223
+3
| +0% | +$437 | 0.02% | 91 |
|
|
2018
Q3 | $1.17M | Buy |
7,220
+417
| +6% | +$67.5K | 0.03% | 74 |
|
|
2018
Q2 | $1.06M | Buy |
6,803
+477
| +8% | +$73K | 0.02% | 77 |
|
|
2018
Q1 | $929K | Sell |
6,326
-242
| -4% | -$36.1K | 0.02% | 80 |
|
|
2017
Q4 | $971K | Buy |
+6,568
| New | +$950K | 0.02% | 80 |
|
Other funds holding VB
Valmark Advisers's VB Position: Q2 2026 in Review
Valmark Advisers increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q2 2026, buying an estimated $115K and bringing the position to 35,919 shares worth $10.9M. The position accounts for 0.12% of the portfolio, ranked #91.
Valmark Advisers first reported a position in VB in Q4 2017 and has held it in 35 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Valmark Advisers held 35,919 shares of Vanguard Morningstar Small-Cap ETF worth $10.9M as of Q2 2026.
- Valmark Advisers bought 402 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $115K.
- Vanguard Morningstar Small-Cap ETF made up 0.12% of Valmark Advisers's portfolio in Q2 2026, its #91 holding.
- Valmark Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.