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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
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

Other funds holding VB

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 $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wealth Enhancement Trust Services's VB Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 198% in Q2 2026, buying an estimated $30.7K and bringing the position to 161 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #488.

Wealth Enhancement Trust Services first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 2,163 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wealth Enhancement Trust Services held 161 shares of Vanguard Morningstar Small-Cap ETF worth $48.8K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 107 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $30.7K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #488 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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