Your Advocates Ltd’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Your Advocates Ltd’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 Q1	$28.5K	Hold	109	–	–	0.01%	95
2025 Q4	$28.1K	Hold	109	–	–	0.01%	89
2025 Q3	$27.7K	Buy	109 +104	+2,080%	+$25.8K	0.01%	88
2025 Q2	$1.19K	Sell	5 -7	-58%	-$1.56K	﹤0.01%	169
2025 Q1	$2.66K	Hold	12	–	–	﹤0.01%	156
2024 Q4	$2.88K	Sell	12 -166	-93%	-$40.8K	﹤0.01%	151
2024 Q3	$42.2K	Hold	178	–	–	0.02%	62
2024 Q2	$38.8K	Hold	178	–	–	0.02%	66
2024 Q1	$40.7K	Buy	178 +166	+1,383%	+$35.7K	0.02%	64
2023 Q4	$2.56K	Hold	12	–	–	﹤0.01%	162
2023 Q3	$2.27K	Buy	+12	New	+$2.39K	﹤0.01%	191
2022 Q2	–	Sell	-42	Closed	-$9K	–	230
2022 Q1	$9K	Sell	42 -139	-77%	-$29.3K	0.01%	107
2021 Q4	$41K	Hold	181	–	–	0.02%	50
2021 Q3	$40K	Hold	181	–	–	0.03%	46
2021 Q2	$41K	Sell	181 -559	-76%	-$124K	0.03%	44
2021 Q1	$158K	Sell	740 -1,194	-62%	-$252K	0.12%	26
2020 Q4	$355K	Buy	1,934 +1,400	+262%	+$247K	0.26%	18
2020 Q3	$82K	Hold	534	–	–	0.06%	29
2020 Q2	$80K	Buy	534 +526	+6,575%	+$70.6K	0.06%	33
2020 Q1	$1K	Buy	+8	New	+$1.2K	﹤0.01%	118

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Your Advocates Ltd's VB Position: Q1 2026 in Review

Your Advocates Ltd held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 109 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #95.

Your Advocates Ltd first reported a position in VB in Q1 2020 and has held it in 20 quarters since. The position peaked at $355K in Q4 2020. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Your Advocates Ltd held 109 shares of Vanguard Morningstar Small-Cap ETF worth $28.5K as of Q1 2026.
Your Advocates Ltd left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Your Advocates Ltd's portfolio in Q1 2026, its #95 holding.
Your Advocates Ltd first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 20 quarters since.
Your Advocates Ltd's Vanguard Morningstar Small-Cap ETF position peaked at $355K in Q4 2020.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.