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

Windsor 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 		$867K Buy
+2,862
New +$820K 0.63% 26
2026
Q1 		– Sell
-1,924
Closed -$496K – 101
2025
Q4 		$496K Buy
+1,924
New +$493K 0.44% 34

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

Windsor Advisory Group's VB Position: Q2 2026 in Review

Windsor Advisory Group opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 2,862 shares worth $867K. The stake represents 0.63% of the portfolio and ranks #26 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in VB as recently as Q4 2025.

Windsor Advisory Group first reported a position in VB in Q4 2025 and has held it in 2 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Windsor Advisory Group held 2,862 shares of Vanguard Morningstar Small-Cap ETF worth $867K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Windsor Advisory Group position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.63% of Windsor Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Windsor Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.