BBWP
VB icon

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

Beacon Bridge 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 		$5.12M Buy
16,889
+1,064
+7% +$305K 1.46% 22
2026
Q1 		$4.14M Buy
15,825
+145
+0.9% +$39.2K 1.39% 24
2025
Q4 		$4.04M Buy
15,680
+54
+0.3% +$13.8K 1.34% 24
2025
Q3 		$3.97M Buy
15,626
+240
+2% +$59.5K 1.41% 22
2025
Q2 		$3.65M Buy
15,386
+391
+3% +$87.2K 1.45% 20
2025
Q1 		$3.33M Buy
14,995
+1,014
+7% +$242K 1.42% 21
2024
Q4 		$3.36M Sell
13,981
-122
-0.9% -$30K 1.43% 21
2024
Q3 		$3.35M Buy
14,103
+223
+2% +$50.7K 1.44% 23
2024
Q2 		$3.03M Sell
13,880
-1,135
-8% -$249K 1.39% 22
2024
Q1 		$3.43M Sell
15,015
-6,605
-31% -$1.42M 1.62% 22
2023
Q4 		$4.61M Buy
21,620
+51
+0.2% +$9.83K 2.3% 13
2023
Q3 		$4.08M Buy
21,569
+12,209
+130% +$2.43M 2.15% 13
2023
Q2 		$1.86M Sell
9,360
-25,298
-73% -$4.78M 0.95% 26
2023
Q1 		$6.57M Buy
34,658
+20,668
+148% +$4.01M 3.94% 9
2022
Q4 		$2.57M Buy
+13,990
New +$2.59M 1.87% 14

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

Beacon Bridge Wealth Partners's VB Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.7% in Q2 2026, buying an estimated $305K and bringing the position to 16,889 shares worth $5.12M. The position accounts for 1.46% of the portfolio, ranked #22.

Beacon Bridge Wealth Partners first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.57M in Q1 2023. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Beacon Bridge Wealth Partners held 16,889 shares of Vanguard Morningstar Small-Cap ETF worth $5.12M as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 1,064 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $305K.
  • Vanguard Morningstar Small-Cap ETF made up 1.46% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Beacon Bridge Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Beacon Bridge Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $6.57M in Q1 2023.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.