B
VB icon

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

Birchbrook’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 		$92.8K Sell
306
-2
-0.6% -$573 0.04% 111
2026
Q1 		$80.7K Sell
308
-1
-0.3% -$271 0.04% 112
2025
Q4 		$79.7K Hold
309
– – 0.04% 110
2025
Q3 		$78.6K Hold
309
– – 0.04% 110
2025
Q2 		$73.2K Buy
309
+9
+3% +$2.01K 0.04% 112
2025
Q1 		$66.5K Hold
300
– – 0.04% 109
2024
Q4 		$72.1K Hold
300
– – 0.04% 105
2024
Q3 		$71.2K Sell
300
-60
-17% -$13.6K 0.04% 104
2024
Q2 		$78.5K Sell
360
-7
-2% -$1.54K 0.05% 100
2024
Q1 		$83.9K Sell
367
-37
-9% -$7.96K 0.05% 100
2023
Q4 		$86.2K Buy
+404
New +$77.8K 0.06% 99

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

Birchbrook's VB Position: Q2 2026 in Review

Birchbrook reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.65% in Q2 2026, selling an estimated $573 and leaving 306 shares worth $92.8K. The position accounts for 0.04% of the portfolio, ranked #111.

Birchbrook first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Birchbrook held 306 shares of Vanguard Morningstar Small-Cap ETF worth $92.8K as of Q2 2026.
  • Birchbrook sold 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Birchbrook's portfolio in Q2 2026, its #111 holding.
  • Birchbrook first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.