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Walsh & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Walsh & Associates’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 		$19.5K Sell
64
-20
-24% -$5.73K 0.02% 170
2026
Q1 		$22.1K Hold
84
– – 0.02% 155
2025
Q4 		$21.8K Buy
+84
New +$21.5K 0.02% 155

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

Walsh & Associates's VB Position: Q2 2026 in Review

Walsh & Associates reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 24% in Q2 2026, selling an estimated $5.73K and leaving 64 shares worth $19.5K. The position accounts for 0.02% of the portfolio, ranked #170.

Walsh & Associates first reported a position in VB in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.1K in Q1 2026. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Walsh & Associates held 64 shares of Vanguard Morningstar Small-Cap ETF worth $19.5K as of Q2 2026.
  • Walsh & Associates sold 20 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Walsh & Associates's portfolio in Q2 2026, its #170 holding.
  • Walsh & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Vanguard Morningstar Small-Cap ETF position peaked at $22.1K in Q1 2026.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.