VR
VB icon

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

Vision Retirement’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 		$52.6K Buy
174
+1
+0.6% +$287 0.01% 220
2026
Q1 		$45.3K Buy
173
+55
+47% +$14.9K 0.01% 224
2025
Q4 		$30.4K Buy
+118
New +$30.2K 0.01% 285

Other funds holding VB

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 $80B AUM 26.12% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Vision Retirement's VB Position: Q2 2026 in Review

Vision Retirement increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.58% in Q2 2026, buying an estimated $287 and bringing the position to 174 shares worth $52.6K. The position accounts for 0.01% of the portfolio, ranked #220.

Vision Retirement first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 2,397 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Vision Retirement held 174 shares of Vanguard Morningstar Small-Cap ETF worth $52.6K as of Q2 2026.
  • Vision Retirement bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #220 holding.
  • Vision Retirement first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.