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Baker Tilly Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Baker Tilly Wealth Management’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 		$460K Sell
1,518
-397
-21% -$114K 0.1% 175
2026
Q1 		$502K Buy
1,915
+130
+7% +$35.2K 0.12% 156
2025
Q4 		$461K Buy
1,785
+194
+12% +$49.7K 0.11% 168
2025
Q3 		$404K Sell
1,591
-25
-2% -$6.2K 0.09% 177
2025
Q2 		$383K Hold
1,616
– – 0.14% 158
2025
Q1 		$358K Buy
1,616
+5
+0.3% +$1.19K 0.14% 159
2024
Q4 		$387K Sell
1,611
-8
-0.5% -$1.97K 0.15% 150
2024
Q3 		$384K Sell
1,619
-536
-25% -$122K 0.17% 140
2024
Q2 		$470K Sell
2,155
-414
-16% -$90.9K 0.19% 128
2024
Q1 		$587K Sell
2,569
-566
-18% -$122K 0.11% 216
2023
Q4 		$669K Sell
3,135
-610
-16% -$118K 0.11% 209
2023
Q3 		$708K Buy
3,745
+55
+1% +$11K 0.12% 178
2023
Q2 		$734K Sell
3,690
-149
-4% -$28.2K 0.08% 261
2023
Q1 		$728K Buy
3,839
+2,523
+192% +$489K 0.08% 251
2022
Q4 		$242K Sell
1,316
-77
-6% -$14.3K 0.03% 478
2022
Q3 		$238K Buy
1,393
+77
+6% +$14.5K 0.03% 446
2022
Q2 		$232K Sell
1,316
-1,010
-43% -$195K 0.03% 451
2022
Q1 		$494K Buy
2,326
+874
+60% +$184K 0.05% 349
2021
Q4 		$328K Buy
1,452
+226
+18% +$51.4K 0.04% 420
2021
Q3 		$268K Buy
1,226
+95
+8% +$21.1K 0.04% 429
2021
Q2 		$255K Buy
+1,131
New +$251K 0.04% 430

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

Baker Tilly Wealth Management's VB Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 21% in Q2 2026, selling an estimated $114K and leaving 1,518 shares worth $460K. The position accounts for 0.1% of the portfolio, ranked #175.

Baker Tilly Wealth Management first reported a position in VB in Q2 2021 and has held it in 21 quarters since. The position peaked at $734K in Q2 2023. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Baker Tilly Wealth Management held 1,518 shares of Vanguard Morningstar Small-Cap ETF worth $460K as of Q2 2026.
  • Baker Tilly Wealth Management sold 397 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $114K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Baker Tilly Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Baker Tilly Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $734K in Q2 2023.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.