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Wealth Dimensions Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wealth Dimensions Group’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 		$803K Sell
2,650
-6
-0.2% -$1.72K 0.14% 77
2026
Q1 		$696K Buy
2,656
+171
+7% +$46.3K 0.14% 80
2025
Q4 		$641K Buy
2,485
+90
+4% +$23.1K 0.13% 85
2025
Q3 		$609K Sell
2,395
-29
-1% -$7.19K 0.13% 93
2025
Q2 		$574K Sell
2,424
-2
-0.1% -$446 0.13% 95
2025
Q1 		$538K Buy
2,426
+4
+0.2% +$955 0.13% 96
2024
Q4 		$582K Buy
2,422
+398
+20% +$97.9K 0.14% 81
2024
Q3 		$480K Sell
2,024
-1
-0% -$227 0.12% 87
2024
Q2 		$441K Hold
2,025
– – 0.13% 87
2024
Q1 		$463K Sell
2,025
-24
-1% -$5.16K 0.14% 86
2023
Q4 		$437K Sell
2,049
-50
-2% -$9.63K 0.14% 85
2023
Q3 		$397K Sell
2,099
-24
-1% -$4.78K 0.14% 88
2023
Q2 		$422K Buy
2,123
+8
+0.4% +$1.51K 0.15% 88
2023
Q1 		$401K Buy
2,115
+6
+0.3% +$1.16K 0.16% 86
2022
Q4 		$387K Sell
2,109
-301
-12% -$55.8K 0.16% 91
2022
Q3 		$412K Buy
2,410
+2
+0.1% +$378 0.2% 72
2022
Q2 		$424K Buy
2,408
+142
+6% +$27.4K 0.2% 75
2022
Q1 		$482K Hold
2,266
– – 0.22% 75
2021
Q4 		$512K Sell
2,266
-56
-2% -$12.7K 0.25% 69
2021
Q3 		$508K Buy
2,322
+222
+11% +$49.4K 0.33% 65
2021
Q2 		$473K Buy
2,100
+83
+4% +$18.4K 0.32% 68
2021
Q1 		$432K Buy
2,017
+501
+33% +$106K 0.34% 69
2020
Q4 		$295K Buy
+1,516
New +$267K 0.25% 78

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

Wealth Dimensions Group's VB Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.23% in Q2 2026, selling an estimated $1.72K and leaving 2,650 shares worth $803K. The position accounts for 0.14% of the portfolio, ranked #77.

Wealth Dimensions Group first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wealth Dimensions Group held 2,650 shares of Vanguard Morningstar Small-Cap ETF worth $803K as of Q2 2026.
  • Wealth Dimensions Group sold 6 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.72K.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Wealth Dimensions Group's portfolio in Q2 2026, its #77 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.