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Walkner Condon Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Walkner Condon Financial 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 		$7.19M Buy
23,721
+206
+0.9% +$59K 0.83% 29
2026
Q1 		$6.16M Buy
23,515
+720
+3% +$195K 0.81% 29
2025
Q4 		$5.88M Buy
22,795
+532
+2% +$136K 0.82% 30
2025
Q3 		$5.66M Sell
22,263
-601
-3% -$149K 0.9% 28
2025
Q2 		$5.42M Sell
22,864
-1,599
-7% -$357K 1% 25
2025
Q1 		$5.42M Sell
24,463
-1,021
-4% -$244K 1.1% 24
2024
Q4 		$6.12M Sell
25,484
-179
-0.7% -$44K 1.24% 21
2024
Q3 		$6.09M Buy
25,663
+540
+2% +$123K 1.24% 21
2024
Q2 		$5.48M Buy
25,123
+674
+3% +$148K 1.18% 24
2024
Q1 		$5.59M Buy
24,449
+622
+3% +$134K 1.19% 23
2023
Q4 		$5.08M Buy
23,827
+1,692
+8% +$326K 1.16% 23
2023
Q3 		$4.19M Buy
22,135
+110
+0.5% +$21.9K 1.11% 26
2023
Q2 		$4.38M Sell
22,025
-117
-0.5% -$22.1K 1.16% 24
2023
Q1 		$4.19M Buy
22,142
+303
+1% +$58.8K 1.18% 23
2022
Q4 		$4.01M Buy
21,839
+126
+0.6% +$23.4K 1.2% 24
2022
Q3 		$3.71M Buy
21,713
+1,852
+9% +$350K 1.2% 23
2022
Q2 		$3.5M Buy
19,861
+1,213
+7% +$234K 1.1% 24
2022
Q1 		$3.96M Buy
18,648
+1,097
+6% +$231K 1.13% 26
2021
Q4 		$3.97M Sell
17,551
-2,827
-14% -$642K 2.58% 8
2021
Q3 		$4.46M Buy
20,378
+477
+2% +$106K 2.19% 12
2021
Q2 		$4.48M Buy
19,901
+2,632
+15% +$583K 1.64% 16
2021
Q1 		$3.7M Buy
17,269
+1,961
+13% +$413K 1.44% 17
2020
Q4 		$2.98M Buy
15,308
+5,243
+52% +$925K 1.29% 21
2020
Q3 		$1.55M Buy
10,065
+6,272
+165% +$963K 0.83% 30
2020
Q2 		$553K Sell
3,793
-569
-13% -$76.4K 0.49% 31
2020
Q1 		$504K Sell
4,362
-185
-4% -$27.8K 0.54% 29
2019
Q4 		$753K Buy
+4,547
New +$724K 0.73% 29

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

Walkner Condon Financial Advisors's VB Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.88% in Q2 2026, buying an estimated $59K and bringing the position to 23,721 shares worth $7.19M. The position accounts for 0.83% of the portfolio, ranked #29.

Walkner Condon Financial Advisors first reported a position in VB in Q4 2019 and has held it in 27 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Walkner Condon Financial Advisors held 23,721 shares of Vanguard Morningstar Small-Cap ETF worth $7.19M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 206 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $59K.
  • Vanguard Morningstar Small-Cap ETF made up 0.83% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.