Blake Schutter Theil Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$575K	Buy	1,897 +288	+18%	+$82.5K	0.39%	60
2026 Q1	$421K	Buy	1,609 +7	+0.4%	+$1.89K	0.34%	71
2025 Q4	$413K	Buy	1,602 +236	+17%	+$60.5K	0.34%	74
2025 Q3	$347K	Buy	1,366 +476	+53%	+$118K	0.34%	80
2025 Q2	$211K	Buy	+890	New	+$199K	0.24%	99
2025 Q1	–	Sell	-887	Closed	-$213K	–	118
2024 Q4	$213K	Buy	887 +3	+0.3%	+$738	0.23%	110
2024 Q3	$210K	Buy	+884	New	+$201K	0.15%	153

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

Blake Schutter Theil Wealth Advisors's VB Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 18% in Q2 2026, buying an estimated $82.5K and bringing the position to 1,897 shares worth $575K. The position accounts for 0.39% of the portfolio, ranked #60.

Blake Schutter Theil Wealth Advisors first reported a position in VB in Q3 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 1,897 shares of Vanguard Morningstar Small-Cap ETF worth $575K as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 288 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $82.5K.
Vanguard Morningstar Small-Cap ETF made up 0.39% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.