C
VB icon

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

Certuity’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 		$878K Hold
2,897
– – 0.04% 194
2026
Q1 		$759K Hold
2,897
– – 0.05% 205
2025
Q4 		$747K Hold
2,897
– – 0.05% 198
2025
Q3 		$737K Buy
2,897
+1,564
+117% +$388K 0.05% 194
2025
Q2 		$316K Hold
1,333
– – 0.03% 287
2025
Q1 		$296K Buy
1,333
+3
+0.2% +$716 0.03% 270
2024
Q4 		$320K Sell
1,330
-9
-0.7% -$2.21K 0.03% 252
2024
Q3 		$318K Sell
1,339
-1,253
-48% -$285K 0.03% 253
2024
Q2 		$565K Hold
2,592
– – 0.05% 175
2024
Q1 		$593K Hold
2,592
– – 0.05% 162
2023
Q4 		$553K Buy
2,592
+1,079
+71% +$208K 0.06% 170
2023
Q3 		$286K Buy
1,513
+4
+0.3% +$797 0.03% 198
2023
Q2 		$300K Sell
1,509
-1,177
-44% -$222K 0.03% 199
2023
Q1 		$509K Hold
2,686
– – 0.08% 112
2022
Q4 		$493K Buy
2,686
+160
+6% +$29.7K 0.08% 106
2022
Q3 		$432K Buy
2,526
+745
+42% +$141K 0.1% 103
2022
Q2 		$314K Sell
1,781
-10
-0.6% -$1.93K 0.08% 141
2022
Q1 		$381K Buy
1,791
+11
+0.6% +$2.32K 0.08% 167
2021
Q4 		$402K Buy
1,780
+184
+12% +$41.8K 0.09% 157
2021
Q3 		$349K Hold
1,596
– – 0.07% 234
2021
Q2 		$359K Sell
1,596
-416
-21% -$92.2K 0.08% 188
2021
Q1 		$431K Buy
+2,012
New +$424K 0.12% 131
2020
Q2 		– Sell
-2,271
Closed -$265K – 220
2020
Q1 		$265K Buy
+2,271
New +$341K 0.15% 114

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

Certuity's VB Position: Q2 2026 in Review

Certuity held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,897 shares worth $878K. The position accounts for 0.04% of the portfolio, ranked #194.

Certuity first reported a position in VB in Q1 2020 and has held it in 23 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Certuity held 2,897 shares of Vanguard Morningstar Small-Cap ETF worth $878K as of Q2 2026.
  • Certuity left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Certuity's portfolio in Q2 2026, its #194 holding.
  • Certuity first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 23 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.