Caitlin John’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Caitlin John’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	$1.01M	Sell	3,330 -159	-5%	-$45.6K	0.55%	39
2026 Q1	$914K	Sell	3,489 -120	-3%	-$32.5K	0.55%	29
2025 Q4	$931K	Sell	3,609 -588	-14%	-$151K	0.61%	33
2025 Q3	$1.07M	Sell	4,197 -85	-2%	-$21.1K	0.74%	48
2025 Q2	$1.01M	Sell	4,282 -166	-4%	-$37K	0.92%	47
2025 Q1	$986K	Sell	4,448 -1,637	-27%	-$391K	0.97%	23
2024 Q4	$1.46M	Sell	6,085 -326	-5%	-$80.2K	0.97%	38
2024 Q3	$1.62M	Buy	6,411 +211	+3%	+$47.9K	1.01%	38
2024 Q2	$1.35M	Buy	6,200 +489	+9%	+$107K	0.97%	22
2024 Q1	$1.31M	Sell	5,711 -2,163	-27%	-$465K	0.97%	29
2023 Q4	$1.68M	Buy	+7,874	New	+$1.52M	1.37%	12

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

Caitlin John's VB Position: Q2 2026 in Review

Caitlin John reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.6% in Q2 2026, selling an estimated $45.6K and leaving 3,330 shares worth $1.01M. The position accounts for 0.55% of the portfolio, ranked #39.

Caitlin John first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q4 2023. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Caitlin John held 3,330 shares of Vanguard Morningstar Small-Cap ETF worth $1.01M as of Q2 2026.
Caitlin John sold 159 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $45.6K.
Vanguard Morningstar Small-Cap ETF made up 0.55% of Caitlin John's portfolio in Q2 2026, its #39 holding.
Caitlin John first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Caitlin John's Vanguard Morningstar Small-Cap ETF position peaked at $1.68M in Q4 2023.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.