Envestnet Portfolio Solutions’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Envestnet Portfolio Solutions’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	$16M	Buy	52,796 +4,542	+9%	+$1.3M	0.08%	157
2026 Q1	$12.6M	Sell	48,254 -31,433	-39%	-$8.51M	0.07%	165
2025 Q4	$20.6M	Buy	79,687 +4,995	+7%	+$1.28M	0.07%	138
2025 Q3	$19M	Sell	74,692 -5,077	-6%	-$1.26M	0.07%	141
2025 Q2	$18.9M	Sell	79,769 -79,270	-50%	-$17.7M	0.07%	133
2025 Q1	$35.3M	Sell	159,039 -14,398	-8%	-$3.44M	0.13%	88
2024 Q4	$41.7M	Buy	173,437 +13	+0%	+$3.2K	0.14%	84
2024 Q3	$41.1M	Buy	173,424 +626	+0.4%	+$142K	0.13%	82
2024 Q2	$37.7M	Buy	172,798 +8,285	+5%	+$1.82M	0.13%	86
2024 Q1	$37.6M	Buy	164,513 +20,419	+14%	+$4.39M	0.14%	86
2023 Q4	$30.7M	Buy	144,094 +20,264	+16%	+$3.9M	0.13%	93
2023 Q3	$23.4M	Buy	+123,830	New	+$24.7M	0.11%	102

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

Envestnet Portfolio Solutions's VB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.4% in Q2 2026, buying an estimated $1.3M and bringing the position to 52,796 shares worth $16M. The position accounts for 0.08% of the portfolio, ranked #157.

Envestnet Portfolio Solutions first reported a position in VB in Q3 2023 and has held it in 12 quarters since. The position peaked at $41.7M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Envestnet Portfolio Solutions held 52,796 shares of Vanguard Morningstar Small-Cap ETF worth $16M as of Q2 2026.
Envestnet Portfolio Solutions bought 4,542 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.3M.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #157 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Morningstar Small-Cap ETF position peaked at $41.7M in Q4 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.