Blue Zone Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Blue Zone 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	$392K	Hold	1,294	–	–	0.07%	90
2026 Q1	$339K	Sell	1,294 -112	-8%	-$30.3K	0.07%	96
2025 Q4	$363K	Buy	1,406 +436	+45%	+$112K	0.07%	107
2025 Q3	$247K	Buy	+970	New	+$241K	0.05%	116
2022 Q1	–	Sell	-1,888	Closed	-$427K	–	111
2021 Q4	$427K	Buy	1,888 +410	+28%	+$93.2K	0.14%	77
2021 Q3	$323K	Buy	+1,478	New	+$329K	0.11%	86

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

Blue Zone Wealth Advisors's VB Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,294 shares worth $392K. The position accounts for 0.07% of the portfolio, ranked #90.

Blue Zone Wealth Advisors first reported a position in VB in Q3 2021 and has held it in 6 quarters since. The position peaked at $427K in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Blue Zone Wealth Advisors held 1,294 shares of Vanguard Morningstar Small-Cap ETF worth $392K as of Q2 2026.
Blue Zone Wealth Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Blue Zone Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 6 quarters since.
Blue Zone Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $427K in Q4 2021.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.