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Douglass Winthrop Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Douglass Winthrop Advisors’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 		$534K Hold
1,761
– – 0.01% 215
2026
Q1 		$461K Sell
1,761
-581
-25% -$157K 0.01% 215
2025
Q4 		$604K Hold
2,342
– – 0.01% 197
2025
Q3 		$596K Buy
2,342
+581
+33% +$144K 0.01% 192
2025
Q2 		$417K Sell
1,761
-95
-5% -$21.2K 0.01% 202
2025
Q1 		$412K Sell
1,856
-30
-2% -$7.16K 0.01% 211
2024
Q4 		$453K Hold
1,886
– – 0.01% 214
2024
Q3 		$447K Hold
1,886
– – 0.01% 210
2024
Q2 		$411K Buy
1,886
+491
+35% +$108K 0.01% 209
2024
Q1 		$319K Buy
+1,395
New +$300K 0.01% 232
2021
Q1 		– Sell
-1,200
Closed -$234K – 274
2020
Q4 		$234K Buy
+1,200
New +$212K 0.01% 244
2020
Q3 		– Sell
-1,800
Closed -$262K – 269
2020
Q2 		$262K Sell
1,800
-500
-22% -$67.1K 0.01% 217
2020
Q1 		$266K Sell
2,300
-3,450
-60% -$518K 0.01% 207
2019
Q4 		$952K Buy
5,750
+3,950
+219% +$629K 0.03% 126
2019
Q3 		$277K Hold
1,800
– – 0.01% 227
2019
Q2 		$282K Buy
+1,800
New +$278K 0.01% 229
2015
Q4 		– Sell
-2,450
Closed -$264K – 244
2015
Q3 		$264K Hold
2,450
– – 0.02% 205
2015
Q2 		$300K Hold
2,450
– – 0.02% 205
2015
Q1 		$300K Buy
+2,450
New +$290K 0.02% 205

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

Douglass Winthrop Advisors's VB Position: Q2 2026 in Review

Douglass Winthrop Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,761 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #215.

Douglass Winthrop Advisors first reported a position in VB in Q1 2015 and has held it in 19 quarters since. The position peaked at $952K in Q4 2019. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Douglass Winthrop Advisors held 1,761 shares of Vanguard Morningstar Small-Cap ETF worth $534K as of Q2 2026.
  • Douglass Winthrop Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #215 holding.
  • Douglass Winthrop Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2015 and has held it in 19 quarters since.
  • Douglass Winthrop Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $952K in Q4 2019.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.