World Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

World Investment 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	$18.5M	Sell	69,190 -5,587	-7%	-$1.6M	0.31%	60
2026 Q1	$19.6M	Buy	74,777 +7,931	+12%	+$2.15M	0.32%	59
2025 Q4	$17.2M	Buy	66,846 +19,436	+41%	+$4.98M	0.28%	69
2025 Q3	$12.1M	Sell	47,410 -1,485	-3%	-$368K	0.25%	88
2025 Q2	$11.6M	Buy	48,895 +3,064	+7%	+$684K	0.26%	81
2025 Q1	$10.2M	Buy	45,831 +9,363	+26%	+$2.24M	0.26%	88
2024 Q4	$8.76M	Sell	36,468 -5,705	-14%	-$1.4M	0.24%	95
2024 Q3	$10M	Buy	42,173 +18,387	+77%	+$4.18M	0.31%	77
2024 Q2	$5.19M	Buy	23,786 +21,989	+1,224%	+$4.83M	0.32%	67
2024 Q1	$411K	Sell	1,797 -6,561	-78%	-$1.41M	0.06%	252
2023 Q4	$1.78M	Buy	8,358 +1,234	+17%	+$238K	0.23%	95
2023 Q3	$1.35M	Sell	7,124 -921	-11%	-$183K	0.27%	74
2023 Q2	$1.6M	Sell	8,045 -203	-2%	-$38.4K	0.31%	62
2023 Q1	$1.56M	Buy	8,248 +333	+4%	+$64.6K	0.33%	59
2022 Q4	$1.45M	Sell	7,915 -2,706	-25%	-$502K	0.33%	57
2022 Q3	$1.81M	Sell	10,621 -146	-1%	-$27.6K	0.43%	42
2022 Q2	$2.11M	Sell	10,767 -85	-0.8%	-$16.4K	0.44%	41
2022 Q1	$2.31M	Buy	10,852 +68	+0.6%	+$14.3K	0.48%	41
2021 Q4	$2.28M	Buy	10,784 +4,218	+64%	+$958K	0.48%	41
2021 Q3	$1.44M	Buy	6,566 +1,367	+26%	+$304K	0.33%	53
2021 Q2	$1.17M	Buy	5,199 +1,139	+28%	+$252K	0.27%	65
2021 Q1	$872K	Buy	4,060 +257	+7%	+$54.1K	0.21%	81
2020 Q4	$829K	Buy	3,803 +550	+17%	+$97K	0.21%	84
2020 Q3	$500K	Buy	3,253 +22	+0.7%	+$3.38K	0.17%	88
2020 Q2	$513K	Sell	3,231 -2,116	-40%	-$284K	0.18%	83
2020 Q1	$617K	Buy	+5,347	New	+$804K	0.29%	56
2019 Q1	–	Sell	-1,385	Closed	-$210K	–	163
2018 Q4	$210K	Buy	+1,385	New	+$202K	0.09%	142

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

World Investment Advisors's VB Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.5% in Q2 2026, selling an estimated $1.6M and leaving 69,190 shares worth $18.5M. The position accounts for 0.31% of the portfolio, ranked #60.

World Investment Advisors first reported a position in VB in Q4 2018 and has held it in 27 quarters since. The position peaked at $19.6M in Q1 2026. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

World Investment Advisors held 69,190 shares of Vanguard Morningstar Small-Cap ETF worth $18.5M as of Q2 2026.
World Investment Advisors sold 5,587 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.6M.
Vanguard Morningstar Small-Cap ETF made up 0.31% of World Investment Advisors's portfolio in Q2 2026, its #60 holding.
World Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 27 quarters since.
World Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $19.6M in Q1 2026.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.