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

Curran 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 		$32.2M Buy
106,081
+9,894
+10% +$2.84M 4.79% 3
2026
Q1 		$25.2M Buy
96,187
+9,676
+11% +$2.62M 4.51% 5
2025
Q4 		$22.3M Buy
86,511
+10,756
+14% +$2.76M 4.24% 5
2025
Q3 		$19.3M Buy
75,755
+11,573
+18% +$2.87M 3.81% 6
2025
Q2 		$15.2M Buy
64,182
+9,792
+18% +$2.18M 3.36% 8
2025
Q1 		$12.1M Buy
54,390
+7,134
+15% +$1.7M 2.96% 13
2024
Q4 		$11.4M Buy
47,256
+8,739
+23% +$2.15M 2.98% 10
2024
Q3 		$9.14M Buy
38,517
+2,023
+6% +$460K 2.6% 10
2024
Q2 		$7.96M Buy
36,494
+1,745
+5% +$383K 2.66% 10
2024
Q1 		$7.94M Buy
34,749
+1,793
+5% +$386K 2.76% 9
2023
Q4 		$6.86M Buy
32,956
+2,900
+10% +$559K 2.63% 9
2023
Q3 		$5.68M Buy
30,056
+1,886
+7% +$376K 2.48% 12
2023
Q2 		$5.6M Buy
28,170
+919
+3% +$174K 2.43% 10
2023
Q1 		$5.17M Buy
27,251
+1,276
+5% +$247K 2.45% 13
2022
Q4 		$4.77M Sell
25,975
-12,172
-32% -$2.26M 2.3% 16
2022
Q3 		$6.52M Buy
38,147
+3,357
+10% +$634K 3.31% 12
2022
Q2 		$6.13M Buy
34,790
+5,119
+17% +$989K 2.89% 13
2022
Q1 		$6.31M Buy
29,671
+2,706
+10% +$570K 2.59% 14
2021
Q4 		$6.09M Buy
26,965
+9,743
+57% +$2.21M 2.59% 13
2021
Q3 		$3.76M Buy
17,222
+999
+6% +$222K 1.92% 16
2021
Q2 		$3.65M Buy
16,223
+5,416
+50% +$1.2M 2.01% 17
2021
Q1 		$2.31M Buy
10,807
+1,240
+13% +$261K 1.66% 18
2020
Q4 		$1.86M Buy
+9,567
New +$1.69M 1.6% 19

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

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

Curran Financial Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, buying an estimated $2.84M and bringing the position to 106,081 shares worth $32.2M. The position accounts for 4.79% of the portfolio, ranked #3.

Curran Financial Partners first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Curran Financial Partners held 106,081 shares of Vanguard Morningstar Small-Cap ETF worth $32.2M as of Q2 2026.
  • Curran Financial Partners bought 9,894 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.84M.
  • Vanguard Morningstar Small-Cap ETF made up 4.79% of Curran Financial Partners's portfolio in Q2 2026, its #3 holding.
  • Curran Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.