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Websterrogers Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Websterrogers Financial Advisors’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 		$801K Sell
2,642
-154
-6% -$44.1K 0.21% 48
2026
Q1 		$732K Buy
2,796
+181
+7% +$49K 0.21% 48
2025
Q4 		$675K Sell
2,615
-40
-2% -$10.2K 0.2% 48
2025
Q3 		$675K Sell
2,655
-8
-0.3% -$1.98K 0.2% 48
2025
Q2 		$631K Sell
2,663
-32
-1% -$7.14K 0.2% 48
2025
Q1 		$598K Hold
2,695
– – 0.2% 48
2024
Q4 		$648K Buy
2,695
+3
+0.1% +$738 0.22% 46
2024
Q3 		$639K Hold
2,692
– – 0.22% 46
2024
Q2 		$587K Sell
2,692
-109
-4% -$23.9K 0.21% 47
2024
Q1 		$641K Sell
2,801
-44
-2% -$9.46K 0.23% 46
2023
Q4 		$607K Sell
2,845
-382
-12% -$73.6K 0.25% 39
2023
Q3 		$610K Sell
3,227
-72
-2% -$14.3K 0.27% 42
2023
Q2 		$656K Buy
3,299
+5
+0.2% +$945 0.29% 39
2023
Q1 		$624K Sell
3,294
-663
-17% -$129K 0.29% 39
2022
Q4 		$726K Sell
3,957
-97
-2% -$18K 0.35% 38
2022
Q3 		$693K Buy
4,054
+49
+1% +$9.25K 0.36% 30
2022
Q2 		$705K Sell
4,005
-1,083
-21% -$209K 0.34% 31
2022
Q1 		$1.09M Sell
5,088
-238
-4% -$50.1K 0.56% 28
2021
Q4 		$1.2M Sell
5,326
-64
-1% -$14.5K 0.27% 36
2021
Q3 		$1.18M Sell
5,390
-155
-3% -$34.5K 0.27% 33
2021
Q2 		$1.18M Buy
5,545
+540
+11% +$120K 0.28% 32
2021
Q1 		$1.07M Buy
5,005
+12
+0.2% +$2.53K 0.29% 26
2020
Q4 		$1.04M Buy
+4,993
New +$881K 0.3% 26

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

Websterrogers Financial Advisors's VB Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.5% in Q2 2026, selling an estimated $44.1K and leaving 2,642 shares worth $801K. The position accounts for 0.21% of the portfolio, ranked #48.

Websterrogers Financial Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.2M in Q4 2021. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Websterrogers Financial Advisors held 2,642 shares of Vanguard Morningstar Small-Cap ETF worth $801K as of Q2 2026.
  • Websterrogers Financial Advisors sold 154 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $44.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.21% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Websterrogers Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.2M in Q4 2021.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.