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

VERITY Wealth 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	$314K	Buy	1,035 +20	+2%	+$5.73K	0.19%	62
2026 Q1	$266K	Hold	1,015	–	–	0.18%	70
2025 Q4	$262K	Hold	1,015	–	–	0.16%	75
2025 Q3	$258K	Hold	1,015	–	–	0.16%	73
2025 Q2	$241K	Hold	1,015	–	–	0.16%	74
2025 Q1	$225K	Hold	1,015	–	–	0.17%	71
2024 Q4	$244K	Hold	1,015	–	–	0.18%	67
2024 Q3	$241K	Hold	1,015	–	–	0.17%	69
2024 Q2	$221K	Hold	1,015	–	–	0.17%	70
2024 Q1	$232K	Hold	1,015	–	–	0.18%	71
2023 Q4	$217K	Buy	+1,015	New	+$196K	0.19%	68
2023 Q3	–	Sell	-1,015	Closed	-$202K	–	68
2023 Q2	$202K	Buy	+1,015	New	+$192K	0.18%	68

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

VERITY Wealth Advisors's VB Position: Q2 2026 in Review

VERITY Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2% in Q2 2026, buying an estimated $5.73K and bringing the position to 1,035 shares worth $314K. The position accounts for 0.19% of the portfolio, ranked #62.

VERITY Wealth Advisors first reported a position in VB in Q2 2023 and has held it in 12 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

VERITY Wealth Advisors held 1,035 shares of Vanguard Morningstar Small-Cap ETF worth $314K as of Q2 2026.
VERITY Wealth Advisors bought 20 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
Vanguard Morningstar Small-Cap ETF made up 0.19% of VERITY Wealth Advisors's portfolio in Q2 2026, its #62 holding.
VERITY Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.