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

West 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 		$3.88M Sell
12,796
-317
-2% -$90.8K 0.59% 23
2026
Q1 		$3.43M Buy
13,113
+79
+0.6% +$21.4K 0.58% 25
2025
Q4 		$3.36M Sell
13,034
-777
-6% -$199K 0.57% 24
2025
Q3 		$3.51M Buy
13,811
+89
+0.6% +$22.1K 0.58% 24
2025
Q2 		$3.25M Sell
13,722
-207
-1% -$46.2K 0.57% 24
2025
Q1 		$3.09M Buy
13,929
+222
+2% +$53K 0.59% 23
2024
Q4 		$3.29M Buy
13,707
+81
+0.6% +$19.9K 0.64% 20
2024
Q3 		$3.23M Buy
13,626
+9
+0.1% +$2.04K 0.62% 19
2024
Q2 		$2.97M Buy
13,617
+24
+0.2% +$5.27K 0.62% 20
2024
Q1 		$3.11M Sell
13,593
-663
-5% -$143K 0.67% 20
2023
Q4 		$3.04M Sell
14,256
-1,057
-7% -$204K 0.69% 21
2023
Q3 		$2.9M Sell
15,313
-645
-4% -$129K 0.73% 18
2023
Q2 		$3.17M Sell
15,958
-129
-0.8% -$24.4K 0.78% 18
2023
Q1 		$3.05M Buy
16,087
+106
+0.7% +$20.6K 0.8% 19
2022
Q4 		$2.93M Sell
15,981
-507
-3% -$94K 0.82% 19
2022
Q3 		$2.82M Buy
16,488
+298
+2% +$56.3K 0.84% 19
2022
Q2 		$2.85M Sell
16,190
-36,202
-69% -$6.99M 0.83% 18
2022
Q1 		$11.1M Sell
52,392
-1,750
-3% -$368K 2.93% 12
2021
Q4 		$12.2M Buy
54,142
+1,895
+4% +$431K 3.28% 12
2021
Q3 		$11.4M Buy
52,247
+3,298
+7% +$733K 3.35% 10
2021
Q2 		$11M Buy
48,949
+5,492
+13% +$1.22M 3.37% 10
2021
Q1 		$9.3M Buy
43,457
+972
+2% +$205K 3.12% 11
2020
Q4 		$8.27M Buy
+42,485
New +$7.49M 2.93% 11

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

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

West Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.4% in Q2 2026, selling an estimated $90.8K and leaving 12,796 shares worth $3.88M. The position accounts for 0.59% of the portfolio, ranked #23.

West Financial Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.2M in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • West Financial Advisors held 12,796 shares of Vanguard Morningstar Small-Cap ETF worth $3.88M as of Q2 2026.
  • West Financial Advisors sold 317 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $90.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.59% of West Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • West Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $12.2M in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.