Centerpoint Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Centerpoint Advisors’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	$45K	Buy	+148	New	+$42.4K	0.01%	171
2025 Q2	–	Sell	-600	Closed	-$133K	–	434
2025 Q1	$133K	Hold	600	–	–	0.05%	105
2024 Q4	$144K	Hold	600	–	–	0.05%	106
2024 Q3	$142K	Hold	600	–	–	0.05%	103
2024 Q2	$131K	Buy	600 +593	+8,471%	+$130K	0.05%	104
2024 Q1	$2K	Hold	7	–	–	﹤0.01%	398
2023 Q4	$1K	Hold	7	–	–	﹤0.01%	414
2023 Q3	$1K	Hold	7	–	–	﹤0.01%	547
2023 Q2	$1K	Buy	+7	New	+$1.32K	﹤0.01%	546

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

Centerpoint Advisors's VB Position: Q2 2026 in Review

Centerpoint Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 148 shares worth $45K. The stake represents 0.01% of the portfolio and ranks #171 among its holdings. This is a return to the name: Centerpoint Advisors previously reported a position in VB as recently as Q1 2025.

Centerpoint Advisors first reported a position in VB in Q2 2023 and has held it in 9 quarters since. The position peaked at $144K in Q4 2024. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Centerpoint Advisors held 148 shares of Vanguard Morningstar Small-Cap ETF worth $45K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Centerpoint Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #171 holding.
Centerpoint Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 9 quarters since.
Centerpoint Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $144K in Q4 2024.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.