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

Darwin 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	$303	Hold	1	–	–	﹤0.01%	611
2026 Q1	$261	Hold	1	–	–	﹤0.01%	570
2025 Q4	$257	Buy	+1	New	+$256	﹤0.01%	613
2020 Q2	–	Sell	-376	Closed	-$43K	–	748
2020 Q1	$43K	Sell	376 -33,417	-99%	-$5.02M	0.01%	263
2019 Q4	$5.6M	Buy	33,793 +1,978	+6%	+$315K	1.49%	18
2019 Q3	$4.9M	Buy	31,815 +2,003	+7%	+$311K	1.45%	23
2019 Q2	$4.67M	Buy	+29,812	New	+$4.61M	1.45%	23

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

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

Darwin Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1 share worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Darwin Wealth Management first reported a position in VB in Q2 2019 and has held it in 7 quarters since. The position peaked at $5.6M in Q4 2019. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Darwin Wealth Management held 1 share of Vanguard Morningstar Small-Cap ETF worth $303 as of Q2 2026.
Darwin Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #611 holding.
Darwin Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 7 quarters since.
Darwin Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $5.6M in Q4 2019.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.