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

BIP Wealth’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	$10.2M	Buy	33,588 +5,207	+18%	+$1.49M	0.29%	69
2026 Q1	$7.43M	Sell	28,381 -1,348	-5%	-$365K	0.3%	67
2025 Q4	$7.67M	Buy	29,729 +2,051	+7%	+$525K	0.27%	72
2025 Q3	$7.04M	Buy	27,678 +3,662	+15%	+$908K	0.35%	51
2025 Q2	$5.69M	Buy	24,016 +174	+0.7%	+$38.8K	0.35%	44
2025 Q1	$5.29M	Buy	23,842 +722	+3%	+$172K	0.34%	42
2024 Q4	$5.56M	Buy	23,120 +2,766	+14%	+$681K	0.37%	40
2024 Q3	$4.83M	Buy	20,354 +2,177	+12%	+$495K	0.33%	40
2024 Q2	$3.96M	Buy	18,177 +1,148	+7%	+$252K	0.32%	40
2024 Q1	$3.89M	Buy	17,029 +1,478	+10%	+$318K	0.28%	42
2023 Q4	$3.32M	Buy	15,551 +588	+4%	+$113K	0.26%	44
2023 Q3	$2.83M	Buy	14,963 +1,490	+11%	+$297K	0.26%	43
2023 Q2	$2.68M	Buy	13,473 +3,419	+34%	+$646K	0.22%	47
2023 Q1	$1.91M	Buy	+10,054	New	+$1.95M	0.21%	58

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

BIP Wealth's VB Position: Q2 2026 in Review

BIP Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 18% in Q2 2026, buying an estimated $1.49M and bringing the position to 33,588 shares worth $10.2M. The position accounts for 0.29% of the portfolio, ranked #69.

BIP Wealth first reported a position in VB in Q1 2023 and has held it in 14 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

BIP Wealth held 33,588 shares of Vanguard Morningstar Small-Cap ETF worth $10.2M as of Q2 2026.
BIP Wealth bought 5,207 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.49M.
Vanguard Morningstar Small-Cap ETF made up 0.29% of BIP Wealth's portfolio in Q2 2026, its #69 holding.
BIP Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.