Welch Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Welch Group’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	$261K	Hold	860	–	–	0.01%	269
2026 Q1	$225K	Hold	860	–	–	0.01%	281
2025 Q4	$222K	Buy	860 +1	+0.1%	+$256	0.01%	290
2025 Q3	$218K	Sell	859 -115	-12%	-$28.5K	0.01%	276
2025 Q2	$231K	Buy	+974	New	+$217K	0.01%	245
2025 Q1	–	Sell	-874	Closed	-$210K	–	277
2024 Q4	$210K	Buy	874 +17	+2%	+$4.18K	0.01%	247
2024 Q3	$203K	Buy	+857	New	+$195K	0.01%	255
2023 Q1	–	Sell	-1,688	Closed	-$310K	–	226
2022 Q4	$310K	Sell	1,688 -870	-34%	-$161K	0.02%	156
2022 Q3	$437K	Sell	2,558 -12	-0.5%	-$2.27K	0.03%	106
2022 Q2	$453K	Hold	2,570	–	–	0.03%	111
2022 Q1	$546K	Sell	2,570 -316	-11%	-$66.5K	0.03%	112
2021 Q4	$652K	Buy	+2,886	New	+$656K	0.04%	105

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

Welch Group's VB Position: Q2 2026 in Review

Welch Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 860 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #269.

Welch Group first reported a position in VB in Q4 2021 and has held it in 12 quarters since. The position peaked at $652K in Q4 2021. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Welch Group held 860 shares of Vanguard Morningstar Small-Cap ETF worth $261K as of Q2 2026.
Welch Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #269 holding.
Welch Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Welch Group's Vanguard Morningstar Small-Cap ETF position peaked at $652K in Q4 2021.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.