Boston Family Office’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Boston Family Office’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	$320K	Sell	1,056 -14	-1%	-$4.01K	0.02%	269
2026 Q1	$280K	Hold	1,070	–	–	0.02%	277
2025 Q4	$276K	Sell	1,070 -29	-3%	-$7.43K	0.02%	272
2025 Q3	$279K	Buy	1,099 +1	+0.1%	+$248	0.02%	257
2025 Q2	$260K	Buy	1,098 +192	+21%	+$42.8K	0.02%	254
2025 Q1	$201K	Sell	906 -21	-2%	-$5.01K	0.01%	276
2024 Q4	$223K	Buy	+927	New	+$228K	0.02%	260
2024 Q3	–	Sell	-1,105	Closed	-$241K	–	280
2024 Q2	$241K	Buy	+1,105	New	+$243K	0.02%	238
2021 Q4	–	Sell	-2,250	Closed	-$492K	–	287
2021 Q3	$492K	Sell	2,250 -78	-3%	-$17.3K	0.04%	206
2021 Q2	$524K	Sell	2,328 -390	-14%	-$86.4K	0.04%	202
2021 Q1	$565K	Buy	2,718 +78	+3%	+$16.4K	0.04%	198
2020 Q4	$514K	Hold	2,640	–	–	0.04%	198
2020 Q3	$406K	Hold	2,640	–	–	0.04%	193
2020 Q2	$385K	Hold	2,640	–	–	0.04%	195
2020 Q1	$305K	Hold	2,640	–	–	0.04%	204
2019 Q4	$437K	Sell	2,640 -900	-25%	-$143K	0.04%	205
2019 Q3	$545K	Sell	3,540 -160	-4%	-$24.8K	0.06%	183
2019 Q2	$580K	Buy	3,700 +160	+5%	+$24.7K	0.06%	180
2019 Q1	$541K	Buy	3,540 +50	+1%	+$7.43K	0.06%	183
2018 Q4	$461K	Sell	3,490 -73	-2%	-$10.6K	0.06%	185
2018 Q3	$579K	Sell	3,563 -150	-4%	-$24.3K	0.06%	187
2018 Q2	$578K	Hold	3,713	–	–	0.07%	183
2018 Q1	$546K	Buy	3,713 +150	+4%	+$22.4K	0.06%	187
2017 Q4	$527K	Hold	3,563	–	–	0.06%	192
2017 Q3	$504K	Hold	3,563	–	–	0.06%	197
2017 Q2	$483K	Sell	3,563 -147	-4%	-$19.7K	0.06%	195
2017 Q1	$494K	Hold	3,710	–	–	0.06%	188
2016 Q4	$478K	Sell	3,710 -25	-0.7%	-$3.1K	0.06%	191
2016 Q3	$456K	Sell	3,735 -69	-2%	-$8.35K	0.06%	190
2016 Q2	$440K	Sell	3,804 -127	-3%	-$14.4K	0.06%	189
2016 Q1	$438K	Sell	3,931 -56	-1%	-$5.8K	0.06%	184
2015 Q4	$441K	Sell	3,987 -249	-6%	-$28.2K	0.06%	183
2015 Q3	$457K	Sell	4,236 -50	-1%	-$5.85K	0.06%	186
2015 Q2	$521K	Sell	4,286 -20	-0.5%	-$2.46K	0.07%	194
2015 Q1	$528K	Hold	4,306	–	–	0.07%	197
2014 Q4	$502K	Hold	4,306	–	–	0.06%	199
2014 Q3	$476K	Hold	4,306	–	–	0.06%	198
2014 Q2	$504K	Hold	4,306	–	–	0.06%	201
2014 Q1	$486K	Hold	4,306	–	–	0.06%	200
2013 Q4	$473K	Buy	4,306 +900	+26%	+$95.8K	0.06%	195
2013 Q3	$349K	Hold	3,406	–	–	0.05%	216
2013 Q2	$319K	Buy	+3,406	New	+$315K	0.05%	215

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

Boston Family Office's VB Position: Q2 2026 in Review

Boston Family Office reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.3% in Q2 2026, selling an estimated $4.01K and leaving 1,056 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #269.

Boston Family Office first reported a position in VB in Q2 2013 and has held it in 42 quarters since. The position peaked at $580K in Q2 2019. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Boston Family Office held 1,056 shares of Vanguard Morningstar Small-Cap ETF worth $320K as of Q2 2026.
Boston Family Office sold 14 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.01K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Boston Family Office's portfolio in Q2 2026, its #269 holding.
Boston Family Office first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 42 quarters since.
Boston Family Office's Vanguard Morningstar Small-Cap ETF position peaked at $580K in Q2 2019.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.