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

BCK 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 		$24.4M Sell
80,458
-1,492
-2% -$428K 11.76% 4
2026
Q1 		$21.5M Sell
81,950
-69
-0.1% -$18.7K 11.59% 4
2025
Q4 		$21.2M Sell
82,019
-2,271
-3% -$582K 11.43% 4
2025
Q3 		$21.4M Buy
84,290
+4,938
+6% +$1.22M 11.54% 4
2025
Q2 		$18.8M Buy
79,352
+2,922
+4% +$652K 11.03% 5
2025
Q1 		$16.9M Buy
76,430
+1,105
+1% +$264K 10.58% 5
2024
Q4 		$18.1M Sell
75,325
-25,872
-26% -$6.37M 11.09% 5
2024
Q3 		$24M Buy
101,197
+1,149
+1% +$261K 11.45% 5
2024
Q2 		$21.8M Buy
100,048
+1,032
+1% +$227K 11.28% 4
2024
Q1 		$22.6M Sell
99,016
-204
-0.2% -$43.9K 12.11% 4
2023
Q4 		$21.2M Buy
99,220
+672
+0.7% +$129K 12.02% 4
2023
Q3 		$18.6M Buy
98,548
+2,217
+2% +$442K 11.62% 4
2023
Q2 		$19.2M Buy
96,331
+2,575
+3% +$487K 11.98% 4
2023
Q1 		$17.8M Sell
93,756
-109
-0.1% -$21.1K 11.56% 4
2022
Q4 		$17.2M Buy
93,865
+4,627
+5% +$858K 11.68% 4
2022
Q3 		$15.3M Sell
89,238
-4,549
-5% -$859K 11.03% 4
2022
Q2 		$16.5M Buy
93,787
+2,738
+3% +$529K 11.56% 4
2022
Q1 		$19.4M Buy
91,049
+3,202
+4% +$674K 11.93% 4
2021
Q4 		$19.9M Sell
87,847
-1,073
-1% -$244K 11.89% 4
2021
Q3 		$19.4M Buy
88,920
+2,953
+3% +$656K 12.35% 4
2021
Q2 		$19.4M Sell
85,967
-763
-0.9% -$169K 12.81% 4
2021
Q1 		$19.1M Sell
86,730
-2,417
-3% -$509K 13.62% 4
2020
Q4 		$17.4M Buy
+89,147
New +$15.7M 15.11% 3

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCK Partners's VB Position: Q2 2026 in Review

BCK Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.8% in Q2 2026, selling an estimated $428K and leaving 80,458 shares worth $24.4M. The position accounts for 11.76% of the portfolio, ranked #4.

BCK Partners first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • BCK Partners held 80,458 shares of Vanguard Morningstar Small-Cap ETF worth $24.4M as of Q2 2026.
  • BCK Partners sold 1,492 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $428K.
  • Vanguard Morningstar Small-Cap ETF made up 11.76% of BCK Partners's portfolio in Q2 2026, its #4 holding.
  • BCK Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on BCK Partners's 13F filing for Q2 2026, filed 20 Jul 2026.