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

Birchcreek Wealth Management’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 		$897K Sell
2,959
-88
-3% -$25.2K 0.35% 50
2026
Q1 		$798K Sell
3,047
-170
-5% -$46K 0.38% 47
2025
Q4 		$830K Sell
3,217
-90
-3% -$23.1K 0.41% 45
2025
Q3 		$841K Sell
3,307
-117
-3% -$29K 0.43% 44
2025
Q2 		$811K Buy
3,424
+142
+4% +$31.7K 0.46% 42
2025
Q1 		$728K Hold
3,282
– – 0.46% 44
2024
Q4 		$789K Buy
3,282
+133
+4% +$32.7K 0.5% 40
2024
Q3 		$747K Sell
3,149
-133
-4% -$30.2K 0.49% 43
2024
Q2 		$716K Sell
3,282
-382
-10% -$83.9K 0.4% 59
2024
Q1 		$838K Sell
3,664
-605
-14% -$130K 0.44% 55
2023
Q4 		$911K Buy
4,269
+1,961
+85% +$378K 0.54% 46
2023
Q3 		$436K Buy
2,308
+58
+3% +$11.6K 0.3% 80
2023
Q2 		$448K Hold
2,250
– – 0.31% 78
2023
Q1 		$427K Sell
2,250
-97
-4% -$18.8K 0.34% 76
2022
Q4 		$431K Buy
2,347
+175
+8% +$32.4K 0.38% 69
2022
Q3 		$371K Sell
2,172
-8
-0.4% -$1.51K 0.34% 69
2022
Q2 		$384K Sell
2,180
-443
-17% -$85.5K 0.34% 66
2022
Q1 		$557K Buy
2,623
+269
+11% +$56.6K 0.49% 50
2021
Q4 		$532K Sell
2,354
-96
-4% -$21.8K 0.46% 52
2021
Q3 		$536K Sell
2,450
-45
-2% -$10K 0.5% 50
2021
Q2 		$562K Sell
2,495
-428
-15% -$94.8K 0.54% 49
2021
Q1 		$626K Sell
2,923
-3,822
-57% -$805K 0.66% 42
2020
Q4 		$1.31M Buy
+6,745
New +$1.19M 1.29% 17

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

Birchcreek Wealth Management's VB Position: Q2 2026 in Review

Birchcreek Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.9% in Q2 2026, selling an estimated $25.2K and leaving 2,959 shares worth $897K. The position accounts for 0.35% of the portfolio, ranked #50.

Birchcreek Wealth Management first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.31M in Q4 2020. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Birchcreek Wealth Management held 2,959 shares of Vanguard Morningstar Small-Cap ETF worth $897K as of Q2 2026.
  • Birchcreek Wealth Management sold 88 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $25.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.35% of Birchcreek Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.31M in Q4 2020.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.