Coastwise Capital Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Coastwise Capital Group’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	$485K	Hold	1,602	–	–	0.28%	78
2026 Q1	$419K	Hold	1,602	–	–	0.23%	81
2025 Q4	$413K	Hold	1,602	–	–	0.21%	95
2025 Q3	$407K	Hold	1,602	–	–	0.29%	78
2025 Q2	$380K	Hold	1,602	–	–	0.3%	75
2025 Q1	$355K	Hold	1,602	–	–	0.3%	80
2024 Q4	$385K	Hold	1,602	–	–	0.31%	78
2024 Q3	$380K	Hold	1,602	–	–	0.31%	81
2024 Q2	$349K	Hold	1,602	–	–	0.33%	80
2024 Q1	$366K	Hold	1,602	–	–	0.34%	79
2023 Q4	$342K	Hold	1,602	–	–	0.35%	77
2023 Q3	$303K	Buy	+1,602	New	+$319K	0.35%	80

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

Coastwise Capital Group's VB Position: Q2 2026 in Review

Coastwise Capital Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,602 shares worth $485K. The position accounts for 0.28% of the portfolio, ranked #78.

Coastwise Capital Group first reported a position in VB in Q3 2023 and has held it in 12 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Coastwise Capital Group held 1,602 shares of Vanguard Morningstar Small-Cap ETF worth $485K as of Q2 2026.
Coastwise Capital Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.28% of Coastwise Capital Group's portfolio in Q2 2026, its #78 holding.
Coastwise Capital Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.