Evelyn Partners Investment Management (Europe)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Evelyn Partners Investment Management (Europe)’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 Q1	$210K	Hold	800	–	–	0.07%	85
2025 Q4	$206K	Hold	800	–	–	0.07%	85
2025 Q3	$203K	Hold	800	–	–	0.07%	85
2025 Q2	$190K	Hold	800	–	–	0.07%	86
2025 Q1	$177K	Hold	800	–	–	0.07%	87
2024 Q4	$192K	Buy	+800	New	+$197K	0.07%	87

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s VB Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 800 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #85.

Evelyn Partners Investment Management (Europe) first reported a position in VB in Q4 2024 and has held it in 6 quarters since. 2,390 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 800 shares of Vanguard Morningstar Small-Cap ETF worth $210K as of Q1 2026.
Evelyn Partners Investment Management (Europe) left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #85 holding.
Evelyn Partners Investment Management (Europe) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.