BluePath Capital Management
VB icon

BluePath Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

BluePath Capital 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
Q3 		$980K Buy
3,446
+611
+22% +$182K 0.51% 78
2026
Q2 		$859K Buy
2,835
+733
+35% +$210K 0.47% 78
2026
Q1 		$550K Buy
2,102
+746
+55% +$202K 0.38% 83
2025
Q4 		$350K Buy
+1,356
New +$347K 0.24% 85

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BluePath Capital Management's VB Position: Q3 2026 in Review

BluePath Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 22% in Q3 2026, buying an estimated $182K and bringing the position to 3,446 shares worth $980K. The position accounts for 0.51% of the portfolio, ranked #78.

BluePath Capital Management first reported a position in VB in Q4 2025 and has held it in 4 quarters since. 1,893 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • BluePath Capital Management held 3,446 shares of Vanguard Morningstar Small-Cap ETF worth $980K as of Q3 2026.
  • BluePath Capital Management bought 611 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $182K.
  • Vanguard Morningstar Small-Cap ETF made up 0.51% of BluePath Capital Management's portfolio in Q3 2026, its #78 holding.
  • BluePath Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,893 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.