Wealthcare Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wealthcare Capital Management’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	$271K	Hold	893	–	–	0.03%	89
2026 Q1	$234K	Buy	+893	New	+$242K	0.02%	88
2021 Q2	–	Sell	-685	Closed	-$147K	–	641
2021 Q1	$147K	Buy	+685	New	+$144K	0.01%	85
2020 Q2	–	Sell	-685	Closed	-$79K	–	236
2020 Q1	$79K	Hold	685	–	–	0.01%	76
2019 Q4	$113K	Hold	685	–	–	0.01%	77
2019 Q3	$105K	Hold	685	–	–	0.01%	77
2019 Q2	$107K	Sell	685 -82	-11%	-$12.7K	0.01%	73
2019 Q1	$117K	Hold	767	–	–	0.02%	69
2018 Q4	$101K	Sell	767 -118	-13%	-$17.2K	0.02%	70
2018 Q3	$144K	Hold	885	–	–	0.02%	54
2018 Q2	$138K	Sell	885 -33	-4%	-$5.05K	0.02%	55
2018 Q1	$135K	Hold	918	–	–	0.02%	55
2017 Q4	$136K	Hold	918	–	–	0.02%	55
2017 Q3	$130K	Hold	918	–	–	0.01%	54
2017 Q2	$124K	Hold	918	–	–	0.01%	55
2017 Q1	$122K	Buy	918 +685	+294%	+$90.6K	0.01%	58
2016 Q4	$30K	Sell	233 -83	-26%	-$10.3K	﹤0.01%	94
2016 Q3	$39K	Hold	316	–	–	﹤0.01%	83
2016 Q2	$37K	Sell	316 -123	-28%	-$14K	﹤0.01%	80
2016 Q1	$49K	Buy	439 +123	+39%	+$12.7K	0.01%	80
2015 Q4	$35K	Buy	316 +83	+36%	+$9.41K	﹤0.01%	95
2015 Q3	$25K	Hold	233	–	–	﹤0.01%	120
2015 Q2	$28K	Sell	233 -972	-81%	-$119K	﹤0.01%	137
2015 Q1	$148K	Buy	1,205 +972	+417%	+$115K	0.02%	118
2014 Q4	$27K	Hold	233	–	–	﹤0.01%	110
2014 Q3	$26K	Hold	233	–	–	﹤0.01%	107
2014 Q2	$27K	Hold	233	–	–	﹤0.01%	101
2014 Q1	$26K	Hold	233	–	–	﹤0.01%	99
2013 Q4	$26K	Hold	233	–	–	﹤0.01%	61
2013 Q3	$24K	Hold	233	–	–	﹤0.01%	59
2013 Q2	$22K	Buy	+233	New	+$21.6K	﹤0.01%	65

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wealthcare Capital Management's VB Position: Q2 2026 in Review

Wealthcare Capital Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 893 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #89.

Wealthcare Capital Management first reported a position in VB in Q2 2013 and has held it in 31 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Wealthcare Capital Management held 893 shares of Vanguard Morningstar Small-Cap ETF worth $271K as of Q2 2026.
Wealthcare Capital Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Wealthcare Capital Management's portfolio in Q2 2026, its #89 holding.
Wealthcare Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 31 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.