Woodard & Company Asset Management Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Woodard & Company Asset Management 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	$121K	Hold	400	–	–	0.02%	121
2026 Q1	$105K	Hold	400	–	–	0.02%	119
2025 Q4	$103K	Hold	400	–	–	0.02%	118
2025 Q3	$102K	Hold	400	–	–	0.02%	113
2025 Q2	$94.8K	Hold	400	–	–	0.02%	106
2025 Q1	$88.7K	Sell	400 -100	-20%	-$23.9K	0.02%	106
2024 Q4	$120K	Hold	500	–	–	0.03%	99
2024 Q3	$119K	Hold	500	–	–	0.03%	95
2024 Q2	$109K	Hold	500	–	–	0.03%	95
2024 Q1	$114K	Hold	500	–	–	0.03%	90
2023 Q4	$107K	Hold	500	–	–	0.03%	84
2023 Q3	$94.5K	Hold	500	–	–	0.03%	78
2023 Q2	$99.4K	Hold	500	–	–	0.03%	82
2023 Q1	$94.8K	Hold	500	–	–	0.03%	81
2022 Q4	$91.8K	Hold	500	–	–	0.03%	80
2022 Q3	$85K	Hold	500	–	–	0.04%	78
2022 Q2	$88K	Hold	500	–	–	0.04%	81
2022 Q1	$106K	Sell	500 -122	-20%	-$25.7K	0.04%	86
2021 Q4	$141K	Hold	622	–	–	0.07%	84
2021 Q3	$136K	Buy	622 +122	+24%	+$27.1K	0.08%	82
2021 Q2	$113K	Hold	500	–	–	0.07%	81
2021 Q1	$107K	Hold	500	–	–	0.07%	86
2020 Q4	$97K	Hold	500	–	–	0.06%	76
2020 Q3	$77K	Hold	500	–	–	0.05%	67
2020 Q2	$73K	Hold	500	–	–	0.05%	71
2020 Q1	$58K	Hold	500	–	–	0.04%	66
2019 Q4	$83K	Buy	+500	New	+$79.6K	0.05%	66

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Woodard & Company Asset Management Group's VB Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 400 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #121.

Woodard & Company Asset Management Group first reported a position in VB in Q4 2019 and has held it in 27 quarters since. The position peaked at $141K in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Woodard & Company Asset Management Group held 400 shares of Vanguard Morningstar Small-Cap ETF worth $121K as of Q2 2026.
Woodard & Company Asset Management Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #121 holding.
Woodard & Company Asset Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Woodard & Company Asset Management Group's Vanguard Morningstar Small-Cap ETF position peaked at $141K in Q4 2021.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.