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Western Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Western Wealth Management’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 		$2.87M Buy
9,466
+5
+0.1% +$1.43K 0.09% 225
2026
Q1 		$2.48M Buy
9,461
+382
+4% +$103K 0.09% 239
2025
Q4 		$2.34M Buy
9,079
+4,194
+86% +$1.07M 0.11% 191
2025
Q3 		$1.24M Sell
4,885
-600
-11% -$149K 0.07% 259
2025
Q2 		$1.3M Buy
5,485
+342
+7% +$76.3K 0.08% 225
2025
Q1 		$1.14M Sell
5,143
-1,708
-25% -$408K 0.08% 230
2024
Q4 		$1.65M Buy
6,851
+1,226
+22% +$302K 0.09% 228
2024
Q3 		$1.33M Buy
5,625
+247
+5% +$56.1K 0.08% 259
2024
Q2 		$1.17M Buy
5,378
+267
+5% +$58.6K 0.09% 203
2024
Q1 		$1.17M Buy
5,111
+4
+0.1% +$860 0.09% 207
2023
Q4 		$1.09M Buy
5,107
+784
+18% +$151K 0.08% 260
2023
Q3 		$817K Buy
4,323
+1,272
+42% +$253K 0.07% 290
2023
Q2 		$607K Sell
3,051
-913
-23% -$173K 0.05% 336
2023
Q1 		$751K Sell
3,964
-1,898
-32% -$368K 0.07% 282
2022
Q4 		$1.08M Sell
5,862
-4,136
-41% -$767K 0.11% 207
2022
Q3 		$1.74M Buy
9,998
+3,313
+50% +$626K 0.1% 204
2022
Q2 		$1.19M Buy
6,685
+383
+6% +$74K 0.07% 268
2022
Q1 		$1.34M Buy
6,302
+1,984
+46% +$418K 0.07% 279
2021
Q4 		$974K Buy
+4,318
New +$981K 0.1% 200
2021
Q2 		$502K Buy
+2,220
New +$492K 0.05% 355
2020
Q4 		– Sell
-1,503
Closed -$231K – 503
2020
Q3 		$231K Buy
+1,503
New +$231K 0.04% 384
2020
Q1 		– Sell
-1,316
Closed -$218K – 422
2019
Q4 		$218K Sell
1,316
-32
-2% -$5.1K 0.03% 377
2019
Q3 		$207K Sell
1,348
-33
-2% -$5.12K 0.04% 367
2019
Q2 		$218K Buy
+1,381
New +$213K 0.03% 369

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

Western Wealth Management's VB Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.05% in Q2 2026, buying an estimated $1.43K and bringing the position to 9,466 shares worth $2.87M. The position accounts for 0.09% of the portfolio, ranked #225.

Western Wealth Management first reported a position in VB in Q2 2019 and has held it in 24 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Western Wealth Management held 9,466 shares of Vanguard Morningstar Small-Cap ETF worth $2.87M as of Q2 2026.
  • Western Wealth Management bought 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Western Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Western Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 24 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.