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

Americana 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 		$14.2M Buy
46,780
+32,916
+237% +$9.43M 0.32% 77
2026
Q1 		$3.63M Buy
13,864
+986
+8% +$267K 0.09% 157
2025
Q4 		$3.32M Hold
12,878
– – 0.09% 170
2025
Q3 		$3.27M Hold
12,878
– – 0.1% 162
2025
Q2 		$3.05M Hold
12,878
– – 0.11% 161
2025
Q1 		$2.86M Sell
12,878
-2,657
-17% -$635K 0.11% 146
2024
Q4 		$3.73M Sell
15,535
-21,491
-58% -$5.29M 0.15% 133
2024
Q3 		$8.78M Buy
+37,026
New +$8.41M 0.6% 47
2022
Q4 		– Sell
-2,263
Closed -$386K – 269
2022
Q3 		$386K Hold
2,263
– – 0.07% 172
2022
Q2 		$398K Hold
2,263
– – 0.07% 164
2022
Q1 		$480K Buy
+2,263
New +$476K 0.15% 130
2020
Q1 		– Sell
-1,301
Closed -$215K – 473
2019
Q4 		$215K Buy
+1,301
New +$207K 0.12% 93

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

Americana Partners's VB Position: Q2 2026 in Review

Americana Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 237% in Q2 2026, buying an estimated $9.43M and bringing the position to 46,780 shares worth $14.2M. The position accounts for 0.32% of the portfolio, ranked #77.

Americana Partners first reported a position in VB in Q4 2019 and has held it in 12 quarters since. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Americana Partners held 46,780 shares of Vanguard Morningstar Small-Cap ETF worth $14.2M as of Q2 2026.
  • Americana Partners bought 32,916 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $9.43M.
  • Vanguard Morningstar Small-Cap ETF made up 0.32% of Americana Partners's portfolio in Q2 2026, its #77 holding.
  • Americana Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 12 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.