CWM
VB icon

Chemistry Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Chemistry Wealth Management’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 		$532K Buy
1,755
+186
+12% +$53.3K 0.09% 127
2026
Q1 		$411K Sell
1,569
-248
-14% -$67.1K 0.07% 140
2025
Q4 		$469K Buy
1,817
+2
+0.1% +$512 0.09% 121
2025
Q3 		$462K Buy
1,815
+72
+4% +$17.9K 0.09% 126
2025
Q2 		$413K Buy
1,743
+2
+0.1% +$446 0.09% 122
2025
Q1 		$386K Sell
1,741
-81
-4% -$19.3K 0.09% 117
2024
Q4 		$438K Buy
1,822
+2
+0.1% +$492 0.1% 111
2024
Q3 		$432K Sell
1,820
-89
-5% -$20.2K 0.1% 110
2024
Q2 		$416K Hold
1,909
– – 0.11% 106
2024
Q1 		$436K Buy
1,909
+1
+0.1% +$215 0.12% 103
2023
Q4 		$407K Buy
1,908
+2
+0.1% +$385 0.12% 104
2023
Q3 		$360K Buy
1,906
+1
+0.1% +$199 0.12% 108
2023
Q2 		$379K Buy
1,905
+816
+75% +$154K 0.12% 110
2023
Q1 		$206K Buy
+1,089
New +$211K 0.07% 135

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Chemistry Wealth Management's VB Position: Q2 2026 in Review

Chemistry Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q2 2026, buying an estimated $53.3K and bringing the position to 1,755 shares worth $532K. The position accounts for 0.09% of the portfolio, ranked #127.

Chemistry Wealth Management first reported a position in VB in Q1 2023 and has held it in 14 quarters since. 1,394 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Chemistry Wealth Management held 1,755 shares of Vanguard Morningstar Small-Cap ETF worth $532K as of Q2 2026.
  • Chemistry Wealth Management bought 186 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $53.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Chemistry Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Chemistry Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.