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Vision Financial Markets’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vision Financial Markets’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 		$308 Hold
2
– – ﹤0.01% 380
2026
Q1 		$267 Hold
2
– – ﹤0.01% 388
2025
Q4 		$262 Hold
2
– – ﹤0.01% 375
2025
Q3 		$257 Hold
2
– – ﹤0.01% 403
2025
Q2 		$238 Buy
2
+1
+100% +$223 ﹤0.01% 403
2025
Q1 		$223 Buy
+1
New +$239 ﹤0.01% 393

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

Vision Financial Markets's VB Position: Q2 2026 in Review

Vision Financial Markets held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2 shares worth $308. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Vision Financial Markets first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Vision Financial Markets held 2 shares of Vanguard Morningstar Small-Cap ETF worth $308 as of Q2 2026.
  • Vision Financial Markets left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #380 holding.
  • Vision Financial Markets first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.