BTG Pactual Asset Management US’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

BTG Pactual Asset Management US’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	$6.92M	Sell	22,833 -3,850	-14%	-$1.1M	0.43%	64
2026 Q1	$6.99M	Sell	26,683 -3,561	-12%	-$964K	0.6%	46
2025 Q4	$7.17M	Buy	30,244 +992	+3%	+$254K	0.7%	34
2025 Q3	$6.93M	Buy	29,252 +139	+0.5%	+$34.5K	0.32%	37
2025 Q2	$6.9M	Sell	29,113 -615	-2%	-$137K	0.76%	34
2025 Q1	$6.59M	Buy	29,728 +415	+1%	+$99.1K	0.71%	32
2024 Q4	$7.62M	Sell	29,313 -1,131	-4%	-$278K	0.79%	29
2024 Q3	$7.22M	Buy	+30,444	New	+$6.92M	0.62%	49

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 22.9% 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

BTG Pactual Asset Management US's VB Position: Q2 2026 in Review

BTG Pactual Asset Management US reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q2 2026, selling an estimated $1.1M and leaving 22,833 shares worth $6.92M. The position accounts for 0.43% of the portfolio, ranked #64.

BTG Pactual Asset Management US first reported a position in VB in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.62M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

BTG Pactual Asset Management US held 22,833 shares of Vanguard Morningstar Small-Cap ETF worth $6.92M as of Q2 2026.
BTG Pactual Asset Management US sold 3,850 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.1M.
Vanguard Morningstar Small-Cap ETF made up 0.43% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #64 holding.
BTG Pactual Asset Management US first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
BTG Pactual Asset Management US's Vanguard Morningstar Small-Cap ETF position peaked at $7.62M in Q4 2024.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.