CFP
VB icon

Catalyst Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Catalyst Financial Partners’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 		$1.3M Sell
4,302
-113
-3% -$32.4K 0.13% 85
2026
Q1 		$1.16M Buy
4,415
+758
+21% +$205K 0.14% 95
2025
Q4 		$943K Hold
3,657
– – 0.11% 104
2025
Q3 		$930K Sell
3,657
-32
-0.9% -$7.94K 0.11% 96
2025
Q2 		$874K Buy
3,689
+1,210
+49% +$270K 0.1% 93
2025
Q1 		$550K Sell
2,479
-385
-13% -$91.9K 0.1% 138
2024
Q4 		$688K Sell
2,864
-99
-3% -$24.4K 0.13% 99
2024
Q3 		$703K Sell
2,963
-159
-5% -$36.1K 0.14% 93
2024
Q2 		$681K Buy
3,122
+26
+0.8% +$5.71K 0.15% 92
2024
Q1 		$654K Sell
3,096
-15
-0.5% -$3.23K 0.17% 81
2023
Q4 		$664K Buy
3,111
+392
+14% +$75.5K 0.19% 77
2023
Q3 		$514K Buy
2,719
+220
+9% +$43.8K 0.17% 90
2023
Q2 		$497K Buy
2,499
+386
+18% +$72.9K 0.18% 83
2023
Q1 		$401K Sell
2,113
-2,706
-56% -$525K 0.17% 89
2022
Q4 		$884K Buy
+4,819
New +$893K 0.45% 36

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

Catalyst Financial Partners's VB Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.6% in Q2 2026, selling an estimated $32.4K and leaving 4,302 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #85.

Catalyst Financial Partners first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Catalyst Financial Partners held 4,302 shares of Vanguard Morningstar Small-Cap ETF worth $1.3M as of Q2 2026.
  • Catalyst Financial Partners sold 113 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $32.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Catalyst Financial Partners's portfolio in Q2 2026, its #85 holding.
  • Catalyst Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.