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Aspire Private Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Aspire Private Capital’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 		$5.78M Sell
19,056
-1,133
-6% -$325K 1.19% 22
2026
Q1 		$5.29M Buy
20,189
+1,337
+7% +$362K 1.19% 23
2025
Q4 		$4.86M Sell
18,852
-779
-4% -$200K 1.08% 24
2025
Q3 		$4.99M Sell
19,631
-2,796
-12% -$693K 1.1% 25
2025
Q2 		$5.31M Buy
22,427
+1,092
+5% +$244K 1.24% 20
2025
Q1 		$4.73M Buy
21,335
+1,080
+5% +$258K 1.18% 22
2024
Q4 		$4.87M Buy
20,255
+205
+1% +$50.4K 1.21% 20
2024
Q3 		$4.76M Sell
20,050
-1,093
-5% -$248K 1.13% 22
2024
Q2 		$4.61M Buy
21,143
+501
+2% +$110K 1.19% 19
2024
Q1 		$4.72M Buy
20,642
+1,125
+6% +$242K 1.24% 20
2023
Q4 		$4.16M Sell
19,517
-172
-0.9% -$33.1K 1.23% 20
2023
Q3 		$3.72M Buy
19,689
+638
+3% +$127K 1.21% 21
2023
Q2 		$3.79M Sell
19,051
-1,522
-7% -$288K 1.21% 23
2023
Q1 		$3.9M Buy
20,573
+158
+0.8% +$30.6K 1.29% 21
2022
Q4 		$3.75M Sell
20,415
-1,059
-5% -$196K 1.35% 21
2022
Q3 		$3.67M Sell
21,474
-551
-3% -$104K 1.4% 21
2022
Q2 		$3.88M Sell
22,025
-112
-0.5% -$21.6K 1.38% 23
2022
Q1 		$4.7M Buy
22,137
+1,042
+5% +$219K 1.5% 19
2021
Q4 		$4.77M Buy
21,095
+468
+2% +$106K 1.49% 19
2021
Q3 		$4.51M Buy
20,627
+146
+0.7% +$32.5K 1.51% 18
2021
Q2 		$4.61M Buy
20,481
+1,323
+7% +$293K 1.48% 19
2021
Q1 		$4.1M Buy
19,158
+2,132
+13% +$449K 1.44% 21
2020
Q4 		$3.31M Buy
17,026
+589
+4% +$104K 1.27% 24
2020
Q3 		$2.53M Buy
16,437
+729
+5% +$112K 1.04% 26
2020
Q2 		$2.29M Buy
15,708
+1,303
+9% +$175K 1.06% 24
2020
Q1 		$1.66M Sell
14,405
-269
-2% -$40.4K 0.9% 29
2019
Q4 		$2.43M Sell
14,674
-77
-0.5% -$12.3K 1.05% 25
2019
Q3 		$2.27M Buy
14,751
+137
+0.9% +$21.2K 1.08% 25
2019
Q2 		$2.29M Buy
14,614
+414
+3% +$64K 1.09% 26
2019
Q1 		$2.17M Buy
14,200
+644
+5% +$95.7K 1.09% 26
2018
Q4 		$1.79M Buy
+13,556
New +$1.97M 1.03% 27

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

Aspire Private Capital's VB Position: Q2 2026 in Review

Aspire Private Capital reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.6% in Q2 2026, selling an estimated $325K and leaving 19,056 shares worth $5.78M. The position accounts for 1.19% of the portfolio, ranked #22.

Aspire Private Capital first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Aspire Private Capital held 19,056 shares of Vanguard Morningstar Small-Cap ETF worth $5.78M as of Q2 2026.
  • Aspire Private Capital sold 1,133 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $325K.
  • Vanguard Morningstar Small-Cap ETF made up 1.19% of Aspire Private Capital's portfolio in Q2 2026, its #22 holding.
  • Aspire Private Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.