Fiduciary Family Office’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Fiduciary Family Office’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	$2.82M	Buy	9,287 +86	+0.9%	+$24.6K	0.7%	28
2026 Q1	$2.41M	Hold	9,201	–	–	0.69%	26
2025 Q4	$2.37M	Sell	9,201 -650	-7%	-$167K	0.68%	24
2025 Q3	$2.5M	Hold	9,851	–	–	0.71%	22
2025 Q2	$2.33M	Sell	9,851 -3,858	-28%	-$861K	0.76%	22
2025 Q1	$3.04M	Buy	+13,709	New	+$3.27M	1.01%	12
2024 Q4	–	Sell	-14,869	Closed	-$3.53M	–	242
2024 Q3	$3.53M	Hold	14,869	–	–	1.16%	7
2024 Q2	$3.24M	Hold	14,869	–	–	1.28%	7
2024 Q1	$3.4M	Buy	14,869 +5,090	+52%	+$1.09M	1.33%	9
2023 Q4	$2.09M	Buy	+9,779	New	+$1.88M	0.91%	15

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fiduciary Family Office's VB Position: Q2 2026 in Review

Fiduciary Family Office increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.93% in Q2 2026, buying an estimated $24.6K and bringing the position to 9,287 shares worth $2.82M. The position accounts for 0.7% of the portfolio, ranked #28.

Fiduciary Family Office first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.53M in Q3 2024. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Fiduciary Family Office held 9,287 shares of Vanguard Morningstar Small-Cap ETF worth $2.82M as of Q2 2026.
Fiduciary Family Office bought 86 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $24.6K.
Vanguard Morningstar Small-Cap ETF made up 0.7% of Fiduciary Family Office's portfolio in Q2 2026, its #28 holding.
Fiduciary Family Office first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's Vanguard Morningstar Small-Cap ETF position peaked at $3.53M in Q3 2024.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.