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Destiny Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Destiny Wealth 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 		$1.35M Sell
4,581
-9,811
-68% -$2.81M 0.19% 63
2026
Q1 		$3.77M Buy
14,392
+3
+0% +$812 0.41% 62
2025
Q4 		$3.94M Sell
14,389
-97
-0.7% -$24.9K 0.45% 57
2025
Q3 		$3.68M Buy
14,486
+593
+4% +$147K 0.45% 59
2025
Q2 		$3.29M Buy
13,893
+3,553
+34% +$793K 0.44% 60
2025
Q1 		$2.29M Sell
10,340
-139
-1% -$33.2K 0.36% 64
2024
Q4 		$2.52M Buy
10,479
+873
+9% +$215K 0.41% 61
2024
Q3 		$2.28M Sell
9,606
-9
-0.1% -$2.04K 0.4% 61
2024
Q2 		$2.1M Sell
9,615
-58
-0.6% -$12.7K 0.38% 62
2024
Q1 		$2.21M Hold
9,673
– – 0.4% 59
2023
Q4 		$2M Sell
9,673
-134
-1% -$25.8K 0.38% 60
2023
Q3 		$1.85M Sell
9,807
-317
-3% -$63.2K 0.37% 62
2023
Q2 		$2.08M Buy
10,124
+795
+9% +$150K 0.4% 62
2023
Q1 		$1.77M Buy
9,329
+450
+5% +$87.3K 0.37% 59
2022
Q4 		$1.63M Sell
8,879
-162
-2% -$30K 0.35% 62
2022
Q3 		$1.54M Hold
9,041
– – 0.35% 63
2022
Q2 		$1.59M Sell
9,041
-91
-1% -$17.6K 0.35% 61
2022
Q1 		$1.94M Hold
9,132
– – 0.38% 59
2021
Q4 		$2.06M Sell
9,132
-703
-7% -$160K 0.4% 61
2021
Q3 		$2.15M Buy
9,835
+76
+0.8% +$16.9K 0.43% 60
2021
Q2 		$2.2M Buy
9,759
+3,129
+47% +$693K 0.42% 64
2021
Q1 		$1.42M Hold
6,630
– – 0.3% 63
2020
Q4 		$1.29M Buy
+6,630
New +$1.17M 0.27% 64

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

Destiny Wealth Partners's VB Position: Q2 2026 in Review

Destiny Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 68% in Q2 2026, selling an estimated $2.81M and leaving 4,581 shares worth $1.35M. The position accounts for 0.19% of the portfolio, ranked #63.

Destiny Wealth Partners first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.94M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Destiny Wealth Partners held 4,581 shares of Vanguard Morningstar Small-Cap ETF worth $1.35M as of Q2 2026.
  • Destiny Wealth Partners sold 9,811 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.81M.
  • Vanguard Morningstar Small-Cap ETF made up 0.19% of Destiny Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Destiny Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $3.94M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.