ZF
VB icon

Zhang Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Zhang Financial’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 		$4.68M Buy
15,440
+5,696
+58% +$1.63M 0.14% 83
2026
Q1 		$2.55M Buy
9,744
+243
+3% +$65.8K 0.09% 109
2025
Q4 		$2.45M Buy
9,501
+145
+2% +$37.1K 0.09% 105
2025
Q3 		$2.38M Sell
9,356
-361
-4% -$89.5K 0.1% 103
2025
Q2 		$2.3M Buy
9,717
+2,726
+39% +$608K 0.11% 102
2025
Q1 		$1.55M Buy
6,991
+54
+0.8% +$12.9K 0.08% 125
2024
Q4 		$1.67M Buy
6,937
+294
+4% +$72.3K 0.1% 113
2024
Q3 		$1.58M Sell
6,643
-174
-3% -$39.5K 0.1% 105
2024
Q2 		$1.49M Buy
6,817
+1,255
+23% +$276K 0.1% 107
2024
Q1 		$1.27M Buy
5,562
+183
+3% +$39.4K 0.09% 120
2023
Q4 		$1.15M Buy
5,379
+354
+7% +$68.2K 0.1% 118
2023
Q3 		$950K Buy
5,025
+1
+0% +$199 0.1% 117
2023
Q2 		$1.01M Sell
5,024
-8
-0.2% -$1.51K 0.1% 110
2023
Q1 		$954K Sell
5,032
-344
-6% -$66.7K 0.11% 115
2022
Q4 		$987K Buy
5,376
+393
+8% +$72.8K 0.13% 99
2022
Q3 		$852K Buy
4,983
+251
+5% +$47.4K 0.13% 91
2022
Q2 		$833K Buy
4,732
+52
+1% +$10K 0.13% 92
2022
Q1 		$995K Buy
4,680
+2,542
+119% +$535K 0.17% 83
2021
Q4 		$483K Buy
+2,138
New +$486K 0.09% 126

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

Zhang Financial's VB Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 58% in Q2 2026, buying an estimated $1.63M and bringing the position to 15,440 shares worth $4.68M. The position accounts for 0.14% of the portfolio, ranked #83.

Zhang Financial first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Zhang Financial held 15,440 shares of Vanguard Morningstar Small-Cap ETF worth $4.68M as of Q2 2026.
  • Zhang Financial bought 5,696 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.63M.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Zhang Financial's portfolio in Q2 2026, its #83 holding.
  • Zhang Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.