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

Eagle Bluffs 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 		$1.06M Sell
3,498
-14
-0.4% -$4.01K 0.35% 48
2026
Q1 		$920K Sell
3,512
-138
-4% -$37.3K 0.36% 49
2025
Q4 		$942K Buy
3,650
+110
+3% +$28.2K 0.38% 46
2025
Q3 		$903K Buy
3,540
+38
+1% +$9.42K 0.39% 48
2025
Q2 		$833K Sell
3,502
-178
-5% -$39.7K 0.4% 49
2025
Q1 		$816K Sell
3,680
-5
-0.1% -$1.19K 0.43% 49
2024
Q4 		$885K Buy
3,685
+22
+0.6% +$5.41K 0.48% 43
2024
Q3 		$871K Sell
3,663
-139
-4% -$31.6K 0.47% 45
2024
Q2 		$832K Sell
3,802
-199
-5% -$43.7K 0.48% 45
2024
Q1 		$915K Buy
4,001
+115
+3% +$24.7K 0.57% 42
2023
Q4 		$829K Sell
3,886
-26
-0.7% -$5.01K 0.56% 42
2023
Q3 		$740K Sell
3,912
-12,017
-75% -$2.39M 0.57% 42
2023
Q2 		$3.17M Buy
15,929
+234
+1% +$44.2K 2.44% 12
2023
Q1 		$2.98M Buy
15,695
+3,160
+25% +$613K 2.44% 11
2022
Q4 		$2.3M Sell
12,535
-179
-1% -$33.2K 2.41% 10
2022
Q3 		$2.17M Buy
12,714
+515
+4% +$97.2K 2.51% 8
2022
Q2 		$2.15M Buy
12,199
+162
+1% +$31.3K 2.31% 9
2022
Q1 		$2.56M Buy
12,037
+2,158
+22% +$454K 2.47% 9
2021
Q4 		$2.23M Buy
+9,879
New +$2.24M 2.33% 11

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

Eagle Bluffs Wealth Management's VB Position: Q2 2026 in Review

Eagle Bluffs Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.4% in Q2 2026, selling an estimated $4.01K and leaving 3,498 shares worth $1.06M. The position accounts for 0.35% of the portfolio, ranked #48.

Eagle Bluffs Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.17M in Q2 2023. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Eagle Bluffs Wealth Management held 3,498 shares of Vanguard Morningstar Small-Cap ETF worth $1.06M as of Q2 2026.
  • Eagle Bluffs Wealth Management sold 14 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.01K.
  • Vanguard Morningstar Small-Cap ETF made up 0.35% of Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Eagle Bluffs Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Bluffs Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $3.17M in Q2 2023.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.