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

Family Wealth 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	$8.3M	Sell	27,366 -269	-1%	-$77.1K	2.55%	13
2026 Q1	$7.24M	Sell	27,635 -286	-1%	-$77.4K	2.47%	14
2025 Q4	$7.2M	Sell	27,921 -552	-2%	-$141K	2.6%	13
2025 Q3	$7.24M	Buy	28,473 +898	+3%	+$223K	2.71%	13
2025 Q2	$6.53M	Sell	27,575 -1,399	-5%	-$312K	2.62%	13
2025 Q1	$6.43M	Sell	28,974 -481	-2%	-$115K	2.93%	12
2024 Q4	$7.08M	Buy	29,455 +521	+2%	+$128K	3.36%	11
2024 Q3	$6.86M	Sell	28,934 -408	-1%	-$92.7K	3.51%	5
2024 Q2	$6.4M	Buy	29,342 +3,315	+13%	+$728K	3.32%	5
2024 Q1	$5.95M	Sell	26,027 -2,771	-10%	-$596K	3.37%	5
2023 Q4	$6.14M	Buy	+28,798	New	+$5.55M	4.74%	4

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Family Wealth Partners's VB Position: Q2 2026 in Review

Family Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.97% in Q2 2026, selling an estimated $77.1K and leaving 27,366 shares worth $8.3M. The position accounts for 2.55% of the portfolio, ranked #13.

Family Wealth Partners first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Family Wealth Partners held 27,366 shares of Vanguard Morningstar Small-Cap ETF worth $8.3M as of Q2 2026.
Family Wealth Partners sold 269 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $77.1K.
Vanguard Morningstar Small-Cap ETF made up 2.55% of Family Wealth Partners's portfolio in Q2 2026, its #13 holding.
Family Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.