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

Visionary 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 		$10.9M Buy
35,863
+70
+0.2% +$20.1K 0.43% 60
2026
Q1 		$9.37M Sell
35,793
-170
-0.5% -$46K 0.41% 70
2025
Q4 		$9.28M Buy
35,963
+664
+2% +$170K 0.42% 69
2025
Q3 		$8.98M Buy
35,299
+889
+3% +$220K 0.42% 65
2025
Q2 		$8.15M Buy
34,410
+4,343
+14% +$969K 0.42% 68
2025
Q1 		$6.67M Buy
30,067
+4,844
+19% +$1.16M 0.4% 74
2024
Q4 		$6.06M Buy
25,223
+2,838
+13% +$698K 0.36% 79
2024
Q3 		$5.31M Sell
22,385
-3,482
-13% -$791K 0.32% 87
2024
Q2 		$5.64M Sell
25,867
-1,943
-7% -$427K 0.37% 78
2024
Q1 		$6.36M Sell
27,810
-3,664
-12% -$788K 0.43% 68
2023
Q4 		$6.71M Sell
31,474
-600
-2% -$116K 0.49% 54
2023
Q3 		$6.06M Sell
32,074
-2,273
-7% -$453K 0.49% 54
2023
Q2 		$6.83M Buy
34,347
+3,525
+11% +$666K 0.55% 46
2023
Q1 		$5.84M Buy
30,822
+268
+0.9% +$52K 0.5% 59
2022
Q4 		$5.61M Sell
30,554
-36,033
-54% -$6.68M 0.52% 58
2022
Q3 		$11.4M Sell
66,587
-78,210
-54% -$14.8M 1.18% 17
2022
Q2 		$25.5M Buy
144,797
+12,204
+9% +$2.36M 2.29% 6
2022
Q1 		$28.2M Buy
132,593
+47,713
+56% +$10M 2.27% 8
2021
Q4 		$19.2M Buy
84,880
+4,744
+6% +$1.08M 1.57% 13
2021
Q3 		$17.5M Buy
80,136
+2,371
+3% +$527K 1.8% 13
2021
Q2 		$17.5M Buy
77,765
+20,978
+37% +$4.65M 1.76% 13
2021
Q1 		$12.2M Sell
56,787
-9,100
-14% -$1.92M 1.28% 21
2020
Q4 		$12.8M Buy
65,887
+12,378
+23% +$2.18M 1.44% 20
2020
Q3 		$8.23M Buy
53,509
+1,476
+3% +$227K 1.16% 23
2020
Q2 		$7.58M Buy
52,033
+19,750
+61% +$2.65M 1.15% 22
2020
Q1 		$3.73M Buy
32,283
+23,936
+287% +$3.6M 0.7% 47
2019
Q4 		$1.38M Buy
+8,347
New +$1.33M 0.25% 87

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

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

Visionary Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.2% in Q2 2026, buying an estimated $20.1K and bringing the position to 35,863 shares worth $10.9M. The position accounts for 0.43% of the portfolio, ranked #60.

Visionary Wealth Advisors first reported a position in VB in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.2M in Q1 2022. 2,475 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Visionary Wealth Advisors held 35,863 shares of Vanguard Morningstar Small-Cap ETF worth $10.9M as of Q2 2026.
  • Visionary Wealth Advisors bought 70 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $20.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.43% of Visionary Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $28.2M in Q1 2022.
  • 2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.