Abacus Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Abacus Wealth 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	$970K	Hold	3,199	–	–	0.1%	76
2026 Q1	$838K	Sell	3,199 -435	-12%	-$118K	0.08%	122
2025 Q4	$937K	Buy	3,634 +1,851	+104%	+$474K	0.09%	110
2025 Q3	$453K	Sell	1,783 -1,389	-44%	-$344K	0.07%	58
2025 Q2	$752K	Buy	+3,172	New	+$708K	0.11%	38
2024 Q2	–	Sell	-1,356	Closed	-$310K	–	93
2024 Q1	$310K	Buy	+1,356	New	+$292K	0.05%	68
2022 Q1	–	Sell	-901	Closed	-$204K	–	121
2021 Q4	$204K	Buy	+901	New	+$205K	0.07%	116

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

Abacus Wealth Partners's VB Position: Q2 2026 in Review

Abacus Wealth Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 3,199 shares worth $970K. The position accounts for 0.1% of the portfolio, ranked #76.

Abacus Wealth Partners first reported a position in VB in Q4 2021 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Abacus Wealth Partners held 3,199 shares of Vanguard Morningstar Small-Cap ETF worth $970K as of Q2 2026.
Abacus Wealth Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.1% of Abacus Wealth Partners's portfolio in Q2 2026, its #76 holding.
Abacus Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 7 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.