EA
VB icon

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

Evergreen 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 		$273K Buy
901
+3
+0.3% +$860 0.06% 24
2026
Q1 		$235K Buy
898
+3
+0.3% +$812 0.06% 22
2025
Q4 		$231K Buy
+895
New +$229K 0.06% 23
2025
Q2 		$210K Buy
+886
New +$198K 0.06% 20
2025
Q1 		– Sell
-879
Closed -$211K – 20
2024
Q4 		$211K Buy
879
+6
+0.7% +$1.48K 0.06% 20
2024
Q3 		$207K Buy
+873
New +$198K 0.06% 17
2024
Q2 		– Sell
-880
Closed -$201K – 18
2024
Q1 		$201K Buy
+880
New +$189K 0.06% 18
2021
Q4 		– Sell
-1,563
Closed -$342K – 14
2021
Q3 		$342K Sell
1,563
-73
-4% -$16.2K 0.12% 11
2021
Q2 		$350K Hold
1,636
– – 0.15% 11
2021
Q1 		$350K Buy
1,636
+3
+0.2% +$632 0.13% 12
2020
Q4 		$318K Buy
1,633
+102
+7% +$18K 0.13% 11
2020
Q3 		$236K Buy
1,531
+2
+0.1% +$307 0.11% 10
2020
Q2 		$223K Buy
+1,529
New +$205K 0.11% 10
2020
Q1 		– Sell
-1,855
Closed -$307K – 21
2019
Q4 		$307K Buy
1,855
+10
+0.5% +$1.59K 0.17% 13
2019
Q3 		$284K Buy
1,845
+11
+0.6% +$1.71K 0.17% 15
2019
Q2 		$287K Sell
1,834
-74
-4% -$11.4K 0.18% 14
2019
Q1 		$292K Hold
1,908
– – 0.25% 12
2018
Q4 		$252K Buy
+1,908
New +$278K 0.25% 12

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

Evergreen Advisors's VB Position: Q2 2026 in Review

Evergreen Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.33% in Q2 2026, buying an estimated $860 and bringing the position to 901 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #24.

Evergreen Advisors first reported a position in VB in Q4 2018 and has held it in 18 quarters since. The position peaked at $350K in Q2 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Evergreen Advisors held 901 shares of Vanguard Morningstar Small-Cap ETF worth $273K as of Q2 2026.
  • Evergreen Advisors bought 3 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $860.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of Evergreen Advisors's portfolio in Q2 2026, its #24 holding.
  • Evergreen Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 18 quarters since.
  • Evergreen Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $350K in Q2 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.