EPP
VB icon

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

ETF Portfolio 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 		$17.2M Sell
56,616
-355
-0.6% -$102K 4.08% 10
2026
Q1 		$14.9M Buy
56,971
+946
+2% +$256K 3.92% 10
2025
Q4 		$14.5M Buy
56,025
+942
+2% +$241K 3.73% 10
2025
Q3 		$14M Sell
55,083
-26
-0% -$6.45K 3.73% 10
2025
Q2 		$13.1M Buy
55,109
+4,073
+8% +$909K 3.62% 10
2025
Q1 		$11.3M Buy
51,036
+45,384
+803% +$10.8M 3.41% 10
2024
Q4 		$1.36M Sell
5,652
-1,767
-24% -$435K 0.41% 25
2024
Q3 		$1.76M Buy
7,419
+32
+0.4% +$7.27K 0.52% 22
2024
Q2 		$1.61M Sell
7,387
-729
-9% -$160K 0.5% 24
2024
Q1 		$1.86M Sell
8,116
-298
-4% -$64.1K 0.59% 22
2023
Q4 		$1.8M Buy
8,414
+26
+0.3% +$5.01K 0.6% 22
2023
Q3 		$1.59M Sell
8,388
-314
-4% -$62.6K 0.59% 22
2023
Q2 		$1.73M Buy
8,702
+466
+6% +$88.1K 0.62% 21
2023
Q1 		$1.56M Buy
8,236
+10
+0.1% +$1.94K 0.59% 22
2022
Q4 		$1.51M Sell
8,226
-151
-2% -$28K 0.63% 20
2022
Q3 		$1.43M Buy
8,377
+388
+5% +$73.3K 0.63% 20
2022
Q2 		$1.41M Buy
7,989
+1,364
+21% +$263K 0.61% 22
2022
Q1 		$1.41M Buy
6,625
+349
+6% +$73.5K 0.53% 20
2021
Q4 		$1.42M Buy
6,276
+101
+2% +$23K 0.54% 20
2021
Q3 		$1.35M Buy
6,175
+118
+2% +$26.2K 0.54% 19
2021
Q2 		$1.36M Buy
6,057
+672
+12% +$149K 0.55% 19
2021
Q1 		$1.15M Sell
5,385
-948
-15% -$200K 0.51% 23
2020
Q4 		$1.23M Sell
6,333
-7
-0.1% -$1.24K 0.57% 21
2020
Q3 		$975K Buy
6,340
+70
+1% +$10.8K 0.51% 23
2020
Q2 		$914K Buy
+6,270
New +$842K 0.5% 23

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

ETF Portfolio Partners's VB Position: Q2 2026 in Review

ETF Portfolio Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.62% in Q2 2026, selling an estimated $102K and leaving 56,616 shares worth $17.2M. The position accounts for 4.08% of the portfolio, ranked #10.

ETF Portfolio Partners first reported a position in VB in Q2 2020 and has held it in 25 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • ETF Portfolio Partners held 56,616 shares of Vanguard Morningstar Small-Cap ETF worth $17.2M as of Q2 2026.
  • ETF Portfolio Partners sold 355 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Morningstar Small-Cap ETF made up 4.08% of ETF Portfolio Partners's portfolio in Q2 2026, its #10 holding.
  • ETF Portfolio Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.