Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wealth Enhancement Advisory Services’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 		$73.8M Buy
247,593
+19,564
+9% +$5.61M 0.12% 146
2026
Q1 		$60.4M Sell
228,029
-170,165
-43% -$46.1M 0.12% 153
2025
Q4 		$107M Buy
398,194
+8,040
+2% +$2.06M 0.15% 124
2025
Q3 		$99.8M Buy
390,154
+5,436
+1% +$1.35M 0.15% 129
2025
Q2 		$93.6M Buy
384,718
+133,693
+53% +$29.8M 0.15% 128
2025
Q1 		$55.7M Buy
251,025
+30,086
+14% +$7.18M 0.11% 187
2024
Q4 		$53.1M Buy
220,939
+22,590
+11% +$5.56M 0.1% 193
2024
Q3 		$47.1M Buy
198,349
+7,388
+4% +$1.68M 0.1% 199
2024
Q2 		$41.6M Buy
190,961
+6,711
+4% +$1.47M 0.1% 206
2024
Q1 		$42.1M Buy
184,250
+71,049
+63% +$15.3M 0.11% 189
2023
Q4 		$24.1M Buy
113,201
+3,796
+3% +$731K 0.07% 268
2023
Q3 		$20.7M Buy
109,405
+104,825
+2,289% +$20.9M 0.07% 275
2023
Q2 		$911K Sell
4,580
-1,320
-22% -$249K 0.01% 272
2023
Q1 		$1.12M Buy
5,900
+408
+7% +$79.1K 0.01% 296
2022
Q4 		$1.08M Buy
5,492
+384
+8% +$71.2K 0.01% 211
2022
Q3 		$897K Sell
5,108
-694
-12% -$131K 0.01% 242
2022
Q2 		$1.05M Sell
5,802
-562
-9% -$109K 0.01% 246
2022
Q1 		$1.37M Sell
6,364
-187
-3% -$39.4K 0.02% 220
2021
Q4 		$1.35M Sell
6,551
-66
-1% -$15K 0.02% 195
2021
Q3 		$1.52M Buy
6,617
+90
+1% +$20K 0.02% 163
2021
Q2 		$1.42M Sell
6,527
-747
-10% -$166K 0.02% 159
2021
Q1 		$1.59M Sell
7,274
-1,112
-13% -$234K 0.03% 149
2020
Q4 		$1.72M Sell
8,386
-463
-5% -$81.7K 0.04% 128
2020
Q3 		$1.48M Sell
8,849
-495
-5% -$76K 0.04% 166
2020
Q2 		$1.42M Sell
9,344
-9,327
-50% -$1.25M 0.04% 155
2020
Q1 		$2.44M Buy
+18,671
New +$2.81M 0.09% 96

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 Enhancement Advisory Services's VB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.6% in Q2 2026, buying an estimated $5.61M and bringing the position to 247,593 shares worth $73.8M. The position accounts for 0.12% of the portfolio, ranked #146.

Wealth Enhancement Advisory Services first reported a position in VB in Q1 2020 and has held it in 26 quarters since. The position peaked at $107M in Q4 2025. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 247,593 shares of Vanguard Morningstar Small-Cap ETF worth $73.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 19,564 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.61M.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #146 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Morningstar Small-Cap ETF position peaked at $107M in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.