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1900 Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

1900 Wealth Management’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 		$715K Hold
2,360
– – 0.04% 146
2026
Q1 		$618K Hold
2,360
– – 0.04% 146
2025
Q4 		$609K Sell
2,360
-25
-1% -$6.41K 0.04% 140
2025
Q3 		$606K Hold
2,385
– – 0.04% 132
2025
Q2 		$565K Hold
2,385
– – 0.04% 126
2025
Q1 		$529K Sell
2,385
-58
-2% -$13.9K 0.04% 131
2024
Q4 		$587K Buy
2,443
+30
+1% +$7.38K 0.05% 127
2024
Q3 		$572K Buy
2,413
+28
+1% +$6.36K 0.05% 132
2024
Q2 		$520K Hold
2,385
– – 0.05% 140
2024
Q1 		$545K Sell
2,385
-623
-21% -$134K 0.05% 145
2023
Q4 		$642K Sell
3,008
-497
-14% -$95.8K 0.06% 174
2023
Q3 		$663K Sell
3,505
-61
-2% -$12.2K 0.07% 169
2023
Q2 		$709K Sell
3,566
-1,848
-34% -$349K 0.07% 136
2023
Q1 		$994K Hold
5,414
– – 0.11% 118
2022
Q4 		$994K Sell
5,414
-240
-4% -$44.5K 0.11% 120
2022
Q3 		$966K Sell
5,654
-487
-8% -$91.9K 0.11% 114
2022
Q2 		$1.08M Sell
6,141
-75
-1% -$14.5K 0.12% 109
2022
Q1 		$1.32M Sell
6,216
-954
-13% -$201K 0.13% 105
2021
Q4 		$1.62M Sell
7,170
-1,018
-12% -$231K 0.15% 100
2021
Q3 		$1.79M Sell
8,188
-13
-0.2% -$2.89K 0.17% 91
2021
Q2 		$1.85M Buy
8,201
+554
+7% +$123K 0.18% 81
2021
Q1 		$1.64K Sell
7,647
-769
-9% -$162K 0.12% 82
2020
Q4 		$1.64M Buy
+8,416
New +$1.48M 0.19% 74

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

1900 Wealth Management's VB Position: Q2 2026 in Review

1900 Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,360 shares worth $715K. The position accounts for 0.04% of the portfolio, ranked #146.

1900 Wealth Management first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.85M in Q2 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • 1900 Wealth Management held 2,360 shares of Vanguard Morningstar Small-Cap ETF worth $715K as of Q2 2026.
  • 1900 Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of 1900 Wealth Management's portfolio in Q2 2026, its #146 holding.
  • 1900 Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1900 Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.85M in Q2 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.