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Everstar Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Everstar Asset 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 		$291K Hold
960
– – 0.14% 152
2026
Q1 		$251K Hold
960
– – 0.13% 154
2025
Q4 		$248K Hold
960
– – 0.13% 156
2025
Q3 		$244K Buy
+960
New +$238K 0.14% 155
2024
Q4 		– Sell
-880
Closed -$209K – 207
2024
Q3 		$209K Buy
+880
New +$200K 0.14% 169

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

Everstar Asset Management's VB Position: Q2 2026 in Review

Everstar Asset Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 960 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #152.

Everstar Asset Management first reported a position in VB in Q3 2024 and has held it in 5 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Everstar Asset Management held 960 shares of Vanguard Morningstar Small-Cap ETF worth $291K as of Q2 2026.
  • Everstar Asset Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Everstar Asset Management's portfolio in Q2 2026, its #152 holding.
  • Everstar Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.