Wealth Enhancement Trust Services
VB icon

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

Wealth Enhancement Trust 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
Q3 		$45.8K Hold
161
– – ﹤0.01% 466
2026
Q2 		$48.8K Buy
161
+107
+198% +$30.7K 0.01% 488
2026
Q1 		$14.1K Hold
54
– – ﹤0.01% 563
2025
Q4 		$13.9K Buy
+54
New +$13.8K ﹤0.01% 543

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JP Morgan Chase
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Wealth Enhancement Trust Services's VB Position: Q3 2026 in Review

Wealth Enhancement Trust Services held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 161 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Wealth Enhancement Trust Services first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $48.8K in Q2 2026. 2,040 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Wealth Enhancement Trust Services held 161 shares of Vanguard Morningstar Small-Cap ETF worth $45.8K as of Q3 2026.
  • Wealth Enhancement Trust Services left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #466 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Vanguard Morningstar Small-Cap ETF position peaked at $48.8K in Q2 2026.
  • 2,040 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.