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Blueprint Investment Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Blueprint Investment Partners’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 		$4.94M Buy
16,306
+372
+2% +$107K 0.41% 49
2026
Q1 		$4.17M Buy
15,934
+383
+2% +$104K 0.43% 43
2025
Q4 		$4.01M Buy
15,551
+102
+0.7% +$26.1K 0.43% 46
2025
Q3 		$3.93M Buy
15,449
+1,470
+11% +$365K 0.55% 45
2025
Q2 		$3.31M Buy
+13,979
New +$3.12M 0.59% 44
2025
Q1 		– Sell
-1,063
Closed -$255K – 201
2024
Q4 		$255K Sell
1,063
-32
-3% -$7.87K 0.04% 163
2024
Q3 		$260K Sell
1,095
-49
-4% -$11.1K 0.05% 144
2024
Q2 		$249K Buy
1,144
+14
+1% +$3.07K 0.05% 113
2024
Q1 		$258K Sell
1,130
-62
-5% -$13.3K 0.05% 121
2023
Q4 		$254K Buy
1,192
+52
+5% +$10K 0.07% 114
2023
Q3 		$216K Buy
+1,140
New +$227K 0.07% 105
2022
Q4 		– Sell
-1,661
Closed -$284K – 256
2022
Q3 		$284K Sell
1,661
-780
-32% -$147K 0.08% 106
2022
Q2 		$430K Buy
+2,441
New +$471K 0.12% 88
2022
Q1 		– Sell
-5,407
Closed -$1.22M – 254
2021
Q4 		$1.22M Hold
5,407
– – 0.3% 75
2021
Q3 		$1.18M Buy
+5,407
New +$1.2M 0.59% 32

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

Blueprint Investment Partners's VB Position: Q2 2026 in Review

Blueprint Investment Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q2 2026, buying an estimated $107K and bringing the position to 16,306 shares worth $4.94M. The position accounts for 0.41% of the portfolio, ranked #49.

Blueprint Investment Partners first reported a position in VB in Q3 2021 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Blueprint Investment Partners held 16,306 shares of Vanguard Morningstar Small-Cap ETF worth $4.94M as of Q2 2026.
  • Blueprint Investment Partners bought 372 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $107K.
  • Vanguard Morningstar Small-Cap ETF made up 0.41% of Blueprint Investment Partners's portfolio in Q2 2026, its #49 holding.
  • Blueprint Investment Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 15 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.