Burrus Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Burrus Financial Services’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	$25.3M	Sell	83,316 -1,941	-2%	-$556K	10.97%	6
2026 Q1	$22.3M	Sell	85,257 -202,256	-70%	-$54.7M	10.22%	6
2025 Q4	$24.8M	Buy	287,513 +201,591	+235%	+$51.6M	14.12%	4
2025 Q3	$21.9M	Buy	85,922 +1,495	+2%	+$371K	10.02%	6
2025 Q2	$20M	Buy	84,427 +2,552	+3%	+$569K	9.58%	6
2025 Q1	$18.2M	Sell	81,875 -502	-0.6%	-$120K	9.23%	6
2024 Q4	$19.8M	Sell	82,377 -1,061	-1%	-$261K	10.17%	6
2024 Q3	$19.8M	Buy	+83,438	New	+$19M	9.81%	6

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

Burrus Financial Services's VB Position: Q2 2026 in Review

Burrus Financial Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q2 2026, selling an estimated $556K and leaving 83,316 shares worth $25.3M. The position accounts for 10.97% of the portfolio, ranked #6.

Burrus Financial Services first reported a position in VB in Q3 2024 and has held it in 8 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Burrus Financial Services held 83,316 shares of Vanguard Morningstar Small-Cap ETF worth $25.3M as of Q2 2026.
Burrus Financial Services sold 1,941 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $556K.
Vanguard Morningstar Small-Cap ETF made up 10.97% of Burrus Financial Services's portfolio in Q2 2026, its #6 holding.
Burrus Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Burrus Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.