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

Balboa Wealth 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	$1.29M	Buy	4,260 +309	+8%	+$88.6K	0.18%	101
2026 Q1	$1.03M	Buy	3,951 +1,385	+54%	+$375K	0.17%	100
2025 Q4	$662K	Buy	2,566 +128	+5%	+$32.8K	0.11%	152
2025 Q3	$620K	Sell	2,438 -68	-3%	-$16.9K	0.11%	156
2025 Q2	$594K	Buy	2,506 +1,516	+153%	+$338K	0.12%	140
2025 Q1	$220K	Buy	990 +2	+0.2%	+$478	0.05%	251
2024 Q4	$237K	Sell	988 -28	-3%	-$6.89K	0.05%	248
2024 Q3	$241K	Sell	1,016 -322	-24%	-$73.2K	0.06%	229
2024 Q2	$292K	Buy	1,338 +10	+0.8%	+$2.2K	0.08%	193
2024 Q1	$304K	Sell	1,328 -134	-9%	-$28.8K	0.09%	165
2023 Q4	$312K	Sell	1,462 -38	-3%	-$7.32K	0.1%	153
2023 Q3	$284K	Buy	1,500 +40	+3%	+$7.97K	0.11%	167
2023 Q2	$290K	Buy	1,460 +33	+2%	+$6.24K	0.1%	163
2023 Q1	$271K	Buy	1,427 +245	+21%	+$47.5K	0.1%	176
2022 Q4	$217K	Sell	1,182 -222	-16%	-$41.1K	0.1%	201
2022 Q3	$240K	Buy	+1,404	New	+$265K	0.11%	172

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

Balboa Wealth Partners's VB Position: Q2 2026 in Review

Balboa Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.8% in Q2 2026, buying an estimated $88.6K and bringing the position to 4,260 shares worth $1.29M. The position accounts for 0.18% of the portfolio, ranked #101.

Balboa Wealth Partners first reported a position in VB in Q3 2022 and has held it in 16 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Balboa Wealth Partners held 4,260 shares of Vanguard Morningstar Small-Cap ETF worth $1.29M as of Q2 2026.
Balboa Wealth Partners bought 309 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $88.6K.
Vanguard Morningstar Small-Cap ETF made up 0.18% of Balboa Wealth Partners's portfolio in Q2 2026, its #101 holding.
Balboa Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.