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Brindle & Bay Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Brindle & Bay Financial 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 		$11.8M Buy
38,780
+11,683
+43% +$3.35M 5.88% 3
2026
Q1 		$7.1M Buy
27,097
+22,395
+476% +$6.06M 4.36% 5
2025
Q4 		$1.21M Buy
+4,702
New +$1.2M 0.81% 25

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

Brindle & Bay Financial Advisors's VB Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 43% in Q2 2026, buying an estimated $3.35M and bringing the position to 38,780 shares worth $11.8M. The position accounts for 5.88% of the portfolio, ranked #3.

Brindle & Bay Financial Advisors first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Brindle & Bay Financial Advisors held 38,780 shares of Vanguard Morningstar Small-Cap ETF worth $11.8M as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 11,683 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.35M.
  • Vanguard Morningstar Small-Cap ETF made up 5.88% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Brindle & Bay Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.