71 West Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

71 West Capital Partners’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	$1.25M	Buy	4,140 +66	+2%	+$18.9K	0.04%	113
2026 Q1	$1.07M	Buy	4,074 +712	+21%	+$193K	0.05%	95
2025 Q4	$867K	Buy	+3,362	New	+$861K	0.04%	94

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

71 West Capital Partners's VB Position: Q2 2026 in Review

71 West Capital Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.6% in Q2 2026, buying an estimated $18.9K and bringing the position to 4,140 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #113.

71 West Capital Partners first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

71 West Capital Partners held 4,140 shares of Vanguard Morningstar Small-Cap ETF worth $1.25M as of Q2 2026.
71 West Capital Partners bought 66 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $18.9K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of 71 West Capital Partners's portfolio in Q2 2026, its #113 holding.
71 West Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.