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

Wiser Advisor 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 		$1.91M Sell
6,294
-622
-9% -$178K 2.09% 19
2026
Q1 		$1.81M Sell
6,916
-68
-1% -$18.4K 2.19% 18
2025
Q4 		$1.8M Sell
6,984
-50
-0.7% -$12.8K 2.06% 20
2025
Q3 		$1.79M Buy
7,034
+60
+0.9% +$14.9K 2.22% 18
2025
Q2 		$1.65M Sell
6,974
-1,044
-13% -$233K 2.87% 14
2025
Q1 		$1.78M Sell
8,018
-1,546
-16% -$369K 2.63% 14
2024
Q4 		$2.3M Buy
9,564
+34
+0.4% +$8.37K 3.34% 8
2024
Q3 		$2.26M Sell
9,530
-434
-4% -$98.6K 3.37% 7
2024
Q2 		$2.17M Sell
9,964
-154
-2% -$33.8K 3.42% 8
2024
Q1 		$2.32M Sell
10,118
-77
-0.8% -$16.6K 3.63% 5
2023
Q4 		$2.17M Buy
+10,195
New +$1.96M 3.62% 5

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

Wiser Advisor Group's VB Position: Q2 2026 in Review

Wiser Advisor Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 9% in Q2 2026, selling an estimated $178K and leaving 6,294 shares worth $1.91M. The position accounts for 2.09% of the portfolio, ranked #19.

Wiser Advisor Group first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.32M in Q1 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wiser Advisor Group held 6,294 shares of Vanguard Morningstar Small-Cap ETF worth $1.91M as of Q2 2026.
  • Wiser Advisor Group sold 622 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $178K.
  • Vanguard Morningstar Small-Cap ETF made up 2.09% of Wiser Advisor Group's portfolio in Q2 2026, its #19 holding.
  • Wiser Advisor Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Wiser Advisor Group's Vanguard Morningstar Small-Cap ETF position peaked at $2.32M in Q1 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.