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

VestGen 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	$20.8M	Sell	68,766 -4,247	-6%	-$1.22M	0.61%	26
2026 Q1	$20.9M	Buy	73,013 +37,854	+108%	+$10.2M	0.56%	29
2025 Q4	$9.07M	Sell	35,159 -10,212	-23%	-$2.62M	0.39%	61
2025 Q3	$11.5M	Buy	45,371 +3,380	+8%	+$838K	0.38%	53
2025 Q2	$9.95M	Sell	41,991 -362	-0.9%	-$80.8K	0.4%	52
2025 Q1	$9.39M	Buy	+42,353	New	+$10.1M	0.43%	50

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

VestGen Advisors's VB Position: Q2 2026 in Review

VestGen Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.8% in Q2 2026, selling an estimated $1.22M and leaving 68,766 shares worth $20.8M. The position accounts for 0.61% of the portfolio, ranked #26.

VestGen Advisors first reported a position in VB in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.9M in Q1 2026. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

VestGen Advisors held 68,766 shares of Vanguard Morningstar Small-Cap ETF worth $20.8M as of Q2 2026.
VestGen Advisors sold 4,247 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.22M.
Vanguard Morningstar Small-Cap ETF made up 0.61% of VestGen Advisors's portfolio in Q2 2026, its #26 holding.
VestGen Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $20.9M in Q1 2026.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.