Blankinship & Foster’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Blankinship & Foster’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	$211K	Buy	+697	New	+$200K	0.04%	75

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

Blankinship & Foster's VB Position: Q2 2026 in Review

Blankinship & Foster opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 697 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #75 among its holdings.

2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Blankinship & Foster held 697 shares of Vanguard Morningstar Small-Cap ETF worth $211K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Blankinship & Foster position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Blankinship & Foster's portfolio in Q2 2026, its #75 holding.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Blankinship & Foster's 13F filing for Q2 2026, filed 31 Jul 2026.