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

Aspire Growth 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	$922K	Buy	3,041 +105	+4%	+$30.1K	0.54%	43
2026 Q1	$769K	Buy	2,936 +437	+17%	+$118K	0.53%	42
2025 Q4	$645K	Buy	2,499 +75	+3%	+$19.2K	0.45%	48
2025 Q3	$616K	Buy	2,424 +82	+4%	+$20.3K	0.45%	50
2025 Q2	$555K	Buy	2,342 +111	+5%	+$24.8K	0.45%	54
2025 Q1	$491K	Buy	2,231 +69	+3%	+$16.5K	0.44%	63
2024 Q4	$520K	Buy	+2,162	New	+$532K	0.51%	51

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 22.9% 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

Aspire Growth Partners's VB Position: Q2 2026 in Review

Aspire Growth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.6% in Q2 2026, buying an estimated $30.1K and bringing the position to 3,041 shares worth $922K. The position accounts for 0.54% of the portfolio, ranked #43.

Aspire Growth Partners first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Aspire Growth Partners held 3,041 shares of Vanguard Morningstar Small-Cap ETF worth $922K as of Q2 2026.
Aspire Growth Partners bought 105 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $30.1K.
Vanguard Morningstar Small-Cap ETF made up 0.54% of Aspire Growth Partners's portfolio in Q2 2026, its #43 holding.
Aspire Growth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Aspire Growth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.