Bridgewater Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bridgewater 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	$926K	Sell	3,090 -70	-2%	-$20.1K	0.05%	170
2026 Q1	$903K	Sell	3,160 -664	-17%	-$180K	0.05%	149
2025 Q4	$1.06M	Sell	3,824 -175	-4%	-$44.8K	0.07%	134
2025 Q3	$1M	Sell	3,999 -168	-4%	-$41.7K	0.07%	127
2025 Q2	$1.02M	Sell	4,167 -132	-3%	-$29.4K	0.08%	130
2025 Q1	$932K	Buy	+4,299	New	+$1.03M	0.08%	127
2022 Q3	–	Sell	-3,216	Closed	-$566K	–	212
2022 Q2	$566K	Sell	3,216 -11	-0.3%	-$2.12K	0.12%	128
2022 Q1	$686K	Buy	3,227 +13	+0.4%	+$2.74K	0.17%	117
2021 Q4	$726K	Sell	3,214 -15	-0.5%	-$3.41K	0.16%	117
2021 Q3	$706K	Buy	3,229 +267	+9%	+$59.4K	0.19%	114
2021 Q2	$667K	Sell	2,962 -21	-0.7%	-$4.65K	0.21%	113
2021 Q1	$632K	Buy	+2,983	New	+$628K	0.32%	78
2014 Q2	$268K	Hold	2,292	–	–	0.22%	75
2014 Q1	$259K	Buy	2,292 +20	+0.9%	+$2.22K	0.26%	70
2013 Q4	$250K	Buy	+2,272	New	+$242K	0.26%	67

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

Bridgewater Advisors's VB Position: Q2 2026 in Review

Bridgewater Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.2% in Q2 2026, selling an estimated $20.1K and leaving 3,090 shares worth $926K. The position accounts for 0.05% of the portfolio, ranked #170.

Bridgewater Advisors first reported a position in VB in Q4 2013 and has held it in 15 quarters since. The position peaked at $1.06M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Bridgewater Advisors held 3,090 shares of Vanguard Morningstar Small-Cap ETF worth $926K as of Q2 2026.
Bridgewater Advisors sold 70 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $20.1K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Bridgewater Advisors's portfolio in Q2 2026, its #170 holding.
Bridgewater Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 15 quarters since.
Bridgewater Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.06M in Q4 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.