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Wescott Financial Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wescott Financial Advisory 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 		$664K Sell
2,192
-488
-18% -$140K 0.05% 119
2026
Q1 		$702K Sell
2,680
-127
-5% -$34.4K 0.06% 120
2025
Q4 		$724K Buy
2,807
+74
+3% +$19K 0.06% 113
2025
Q3 		$695K Sell
2,733
-34
-1% -$8.43K 0.06% 109
2025
Q2 		$656K Sell
2,767
-28
-1% -$6.25K 0.06% 106
2025
Q1 		$620K Sell
2,795
-61
-2% -$14.6K 0.06% 102
2024
Q4 		$686K Sell
2,856
-402
-12% -$98.9K 0.07% 98
2024
Q3 		$773K Sell
3,258
-485
-13% -$110K 0.08% 92
2024
Q2 		$816K Sell
3,743
-72
-2% -$15.8K 0.09% 88
2024
Q1 		$872K Sell
3,815
-3
-0.1% -$645 0.11% 81
2023
Q4 		$815K Sell
3,818
-41
-1% -$7.9K 0.11% 77
2023
Q3 		$730K Sell
3,859
-390
-9% -$77.7K 0.13% 77
2023
Q2 		$845K Sell
4,249
-324
-7% -$61.2K 0.15% 79
2023
Q1 		$867K Sell
4,573
-36
-0.8% -$6.98K 0.19% 75
2022
Q4 		$846K Buy
4,609
+20
+0.4% +$3.71K 0.18% 72
2022
Q3 		$784K Buy
4,589
+10
+0.2% +$1.89K 0.22% 63
2022
Q2 		$806K Sell
4,579
-966
-17% -$187K 0.22% 61
2022
Q1 		$1.18M Buy
+5,545
New +$1.17M 0.3% 48

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

Wescott Financial Advisory Group's VB Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 18% in Q2 2026, selling an estimated $140K and leaving 2,192 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #119.

Wescott Financial Advisory Group first reported a position in VB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.18M in Q1 2022. 2,479 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wescott Financial Advisory Group held 2,192 shares of Vanguard Morningstar Small-Cap ETF worth $664K as of Q2 2026.
  • Wescott Financial Advisory Group sold 488 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $140K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #119 holding.
  • Wescott Financial Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Wescott Financial Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.18M in Q1 2022.
  • 2,479 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.