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VBVB

Showing 9 of 27 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in Vanguard Morningstar Small-Cap ETF

Yes. Wealth Enhancement Advisory Services holds 261,454 shares of VB (Vanguard Morningstar Small-Cap ETF), worth $75.2M, as of its Q3 2026 13F filing. It increased the position by 13,861 shares (+5.6%) from Q2 2026. Wealth Enhancement Advisory Services has held VB since Q1 2020, across 27 quarterly 13F filings. VB is 0.1% of Wealth Enhancement Advisory Services' reported 13F portfolio.

Current Value

$75.2M

Current Shares

261,454

Total Value Change

+$28.2M

Total Shares Change

+63,105

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
261,454
+5.6%
$75.2M0.1%$284.49
38
2026-Q2
Increased
247,593
+8.6%
$73.8M0.1%$302.23
39
2026-Q1
Decreased
228,029
-42.7%
$60.4M0.1%$260.37
0
2025-Q4
Increased
398,194
+2.1%
$107.3M0.1%$255.47
37
2025-Q3
Increased
390,154
+1.4%
$99.8M0.2%$250.94
36
2025-Q2
Increased
384,718
+53.3%
$93.6M0.2%$233.13
50
2025-Q1
Increased
251,025
+13.6%
$55.7M0.1%$217.42
40
2024-Q4
Increased
220,939
+11.4%
$53.1M0.1%$234.64
39
2024-Q3
Increased
198,349
+3.9%
$47.1M0.1%$230.78
36

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