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Brio Consultants’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Brio Consultants’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 		$1.19M Buy
3,922
+13
+0.3% +$3.73K 0.14% 73
2026
Q1 		$1.12M Sell
3,909
-137
-3% -$37.1K 0.14% 73
2025
Q4 		$1.04M Buy
4,046
+232
+6% +$59.4K 0.14% 71
2025
Q3 		$970K Sell
3,814
-1,689
-31% -$419K 0.13% 71
2025
Q2 		$1.3M Sell
5,503
-6,224
-53% -$1.39M 0.19% 61
2025
Q1 		$2.6M Buy
11,727
+997
+9% +$238K 0.41% 42
2024
Q4 		$2.58M Buy
10,730
+149
+1% +$36.7K 0.4% 41
2024
Q3 		$2.51M Buy
10,581
+1,260
+14% +$286K 0.4% 40
2024
Q2 		$2.03M Buy
9,321
+1,022
+12% +$224K 0.34% 46
2024
Q1 		$1.9M Buy
8,299
+30
+0.4% +$6.45K 0.32% 44
2023
Q4 		$1.76M Buy
8,269
+3,275
+66% +$631K 0.31% 47
2023
Q3 		$944K Buy
4,994
+310
+7% +$61.8K 0.18% 56
2023
Q2 		$932K Buy
4,684
+1,156
+33% +$218K 0.17% 57
2023
Q1 		$669K Sell
3,528
-47
-1% -$9.12K 0.12% 60
2022
Q4 		$656K Sell
3,575
-68
-2% -$12.6K 0.13% 59
2022
Q3 		$652K Buy
+3,643
New +$688K 0.14% 61
2020
Q2 		– Sell
-1,640
Closed -$189K – 78
2020
Q1 		$189K Buy
+1,640
New +$246K 0.08% 64

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

Brio Consultants's VB Position: Q2 2026 in Review

Brio Consultants increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.33% in Q2 2026, buying an estimated $3.73K and bringing the position to 3,922 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #73.

Brio Consultants first reported a position in VB in Q1 2020 and has held it in 17 quarters since. The position peaked at $2.6M in Q1 2025. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Brio Consultants held 3,922 shares of Vanguard Morningstar Small-Cap ETF worth $1.19M as of Q2 2026.
  • Brio Consultants bought 13 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.73K.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Brio Consultants's portfolio in Q2 2026, its #73 holding.
  • Brio Consultants first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 17 quarters since.
  • Brio Consultants's Vanguard Morningstar Small-Cap ETF position peaked at $2.6M in Q1 2025.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.