VFG
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Victory Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Victory 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 		$1.29M Buy
4,259
+1,395
+49% +$400K 0.14% 117
2026
Q1 		$750K Buy
2,864
+1,441
+101% +$390K 0.09% 149
2025
Q4 		$367K Sell
1,423
-51
-3% -$13.1K 0.05% 213
2025
Q3 		$375K Hold
1,474
– – 0.05% 174
2025
Q2 		$349K Sell
1,474
-235
-14% -$52.4K 0.06% 154
2025
Q1 		$379K Sell
1,709
-1,769
-51% -$422K 0.07% 117
2024
Q4 		$836K Buy
+3,478
New +$856K 0.22% 59
2024
Q2 		$889K Sell
4,075
-740
-15% -$163K 0.42% 32
2024
Q1 		$1.1M Buy
4,815
+207
+4% +$44.5K 0.65% 24
2023
Q4 		$983K Buy
+4,608
New +$888K 0.66% 26

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

Victory Financial Group's VB Position: Q2 2026 in Review

Victory Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 49% in Q2 2026, buying an estimated $400K and bringing the position to 4,259 shares worth $1.29M. The position accounts for 0.14% of the portfolio, ranked #117.

Victory Financial Group first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Victory Financial Group held 4,259 shares of Vanguard Morningstar Small-Cap ETF worth $1.29M as of Q2 2026.
  • Victory Financial Group bought 1,395 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $400K.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Victory Financial Group's portfolio in Q2 2026, its #117 holding.
  • Victory Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.