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

Autumn Glory 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	$1.63M	Hold	5,386	–	–	0.46%	56
2026 Q1	$1.41M	Hold	5,386	–	–	0.52%	51
2025 Q4	$1.39M	Buy	5,386 +3,731	+225%	+$956K	0.49%	59
2025 Q3	$421K	Buy	+1,655	New	+$410K	0.17%	126
2025 Q1	–	Sell	-1,785	Closed	-$429K	–	191
2024 Q4	$429K	Sell	1,785 -1,785	-50%	-$439K	0.21%	108
2024 Q3	$847K	Buy	3,570 +1,785	+100%	+$406K	0.33%	85
2024 Q2	$389K	Hold	1,785	–	–	0.2%	105
2024 Q1	$408K	Hold	1,785	–	–	0.2%	100
2023 Q4	$367K	Buy	+1,785	New	+$344K	0.21%	104
2023 Q3	–	Sell	-1,775	Closed	-$353K	–	168
2023 Q2	$353K	Buy	+1,775	New	+$335K	0.26%	92
2022 Q4	–	Sell	-3,028	Closed	-$518K	–	167
2022 Q3	$518K	Hold	3,028	–	–	0.35%	79
2022 Q2	$533K	Hold	3,028	–	–	0.39%	68
2022 Q1	$644K	Sell	3,028 -1,075	-26%	-$226K	0.37%	83
2021 Q4	$927K	Buy	+4,103	New	+$932K	0.39%	70

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

Autumn Glory Partners's VB Position: Q2 2026 in Review

Autumn Glory Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 5,386 shares worth $1.63M. The position accounts for 0.46% of the portfolio, ranked #56.

Autumn Glory Partners first reported a position in VB in Q4 2021 and has held it in 14 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Autumn Glory Partners held 5,386 shares of Vanguard Morningstar Small-Cap ETF worth $1.63M as of Q2 2026.
Autumn Glory Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.46% of Autumn Glory Partners's portfolio in Q2 2026, its #56 holding.
Autumn Glory Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.