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Basecamp Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Basecamp Wealth Advisors’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 		$171K Sell
563
-210
-27% -$60.2K 0.03% 291
2026
Q1 		$202K Hold
773
– – 0.04% 257
2025
Q4 		$199K Buy
+773
New +$198K 0.04% 241

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

Basecamp Wealth Advisors's VB Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 27% in Q2 2026, selling an estimated $60.2K and leaving 563 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #291.

Basecamp Wealth Advisors first reported a position in VB in Q4 2025 and has held it in 3 quarters since. The position peaked at $202K in Q1 2026. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Basecamp Wealth Advisors held 563 shares of Vanguard Morningstar Small-Cap ETF worth $171K as of Q2 2026.
  • Basecamp Wealth Advisors sold 210 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $60.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #291 holding.
  • Basecamp Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $202K in Q1 2026.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.