Wealthfront Advisers
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Wealthfront Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wealthfront Advisers’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 		$520M Buy
1,715,012
+18,351
+1% +$5.26M 1% 17
2026
Q1 		$444M Buy
1,696,661
+128,686
+8% +$34.8M 0.98% 19
2025
Q4 		$404M Buy
1,567,975
+70,349
+5% +$18M 0.9% 22
2025
Q3 		$381M Buy
1,497,626
+29,771
+2% +$7.38M 0.89% 21
2025
Q2 		$348M Buy
1,467,855
+13,004
+0.9% +$2.9M 0.9% 22
2025
Q1 		$323M Sell
1,454,851
-133,848
-8% -$32M 0.87% 20
2024
Q4 		$382M Buy
1,588,699
+101,902
+7% +$25.1M 1.12% 20
2024
Q3 		$353M Buy
1,486,797
+107,333
+8% +$24.4M 1.08% 18
2024
Q2 		$301M Buy
1,379,464
+73,590
+6% +$16.2M 1.01% 19
2024
Q1 		$299M Buy
1,305,874
+79,671
+6% +$17.1M 1.04% 18
2023
Q4 		$262M Sell
1,226,203
-178,066
-13% -$34.3M 1% 17
2023
Q3 		$266M Buy
1,404,269
+46,793
+3% +$9.32M 1.14% 17
2023
Q2 		$270M Sell
1,357,476
-16,957
-1% -$3.2M 1.14% 16
2023
Q1 		$261M Sell
1,374,433
-58,856
-4% -$11.4M 1.18% 16
2022
Q4 		$263M Buy
1,433,289
+177,100
+14% +$32.8M 1.27% 15
2022
Q3 		$215M Buy
1,256,189
+65,863
+6% +$12.4M 1.14% 14
2022
Q2 		$210M Buy
1,190,326
+68,903
+6% +$13.3M 1.05% 15
2022
Q1 		$238M Sell
1,121,423
-86,160
-7% -$18.1M 1.04% 15
2021
Q4 		$273M Buy
1,207,583
+119,243
+11% +$27.1M 1.15% 15
2021
Q3 		$238M Buy
1,088,340
+61,413
+6% +$13.7M 1.1% 15
2021
Q2 		$231M Buy
1,026,927
+114,284
+13% +$25.3M 1.1% 15
2021
Q1 		$195M Buy
912,643
+148,614
+19% +$31.3M 1.05% 15
2020
Q4 		$149M Buy
764,029
+40,201
+6% +$7.09M 0.89% 15
2020
Q3 		$111M Sell
723,828
-57,947
-7% -$8.9M 0.8% 16
2020
Q2 		$114M Sell
781,775
-16,248
-2% -$2.18M 0.88% 15
2020
Q1 		$92.1M Buy
798,023
+15,033
+2% +$2.26M 0.84% 15
2019
Q4 		$130M Buy
782,990
+20,102
+3% +$3.2M 0.96% 15
2019
Q3 		$117M Buy
762,888
+18,735
+3% +$2.9M 0.98% 15
2019
Q2 		$117M Buy
744,153
+20,604
+3% +$3.18M 1.01% 16
2019
Q1 		$111M Buy
723,549
+3,517
+0.5% +$523K 1.03% 15
2018
Q4 		$95M Buy
+720,032
New +$105M 1.01% 16

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

Wealthfront Advisers's VB Position: Q2 2026 in Review

Wealthfront Advisers increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q2 2026, buying an estimated $5.26M and bringing the position to 1,715,012 shares worth $520M. The position accounts for 1% of the portfolio, ranked #17.

Wealthfront Advisers first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wealthfront Advisers held 1,715,012 shares of Vanguard Morningstar Small-Cap ETF worth $520M as of Q2 2026.
  • Wealthfront Advisers bought 18,351 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.26M.
  • Vanguard Morningstar Small-Cap ETF made up 1% of Wealthfront Advisers's portfolio in Q2 2026, its #17 holding.
  • Wealthfront Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.