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

Fiduciary 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	$13.4M	Sell	44,238 -8,729	-16%	-$2.5M	7.38%	4
2026 Q1	$13.9M	Sell	52,967 -17,920	-25%	-$4.85M	9.08%	3
2025 Q4	$18.3M	Sell	70,887 -221	-0.3%	-$56.6K	7.5%	3
2025 Q3	$18.1M	Buy	71,108 +49,542	+230%	+$12.3M	7.59%	3
2025 Q2	$5.11M	Sell	21,566 -32,611	-60%	-$7.28M	4.81%	5
2025 Q1	$12M	Buy	+54,177	New	+$12.9M	10.38%	3
2017 Q3	$9.01M	Buy	63,755 +110	+0.2%	+$15K	12.02%	3
2017 Q2	$8.63M	Sell	63,645 -2,913	-4%	-$390K	10.56%	3
2017 Q1	$8.87M	Sell	66,558 -1,519	-2%	-$201K	8.99%	4
2016 Q4	$8.84M	Sell	68,077 -28	-0%	-$3.48K	8.93%	4
2016 Q3	$8.32M	Sell	68,105 -2,306	-3%	-$279K	8.32%	4
2016 Q2	$8.14M	Buy	70,411 +76	+0.1%	+$8.63K	8.67%	4
2016 Q1	$7.84M	Sell	70,335 -29,830	-30%	-$3.09M	8.24%	4
2015 Q4	$9.82M	Buy	+100,165	New	+$11.4M	8.58%	4

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 Wealth Partners's VB Position: Q2 2026 in Review

Fiduciary Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q2 2026, selling an estimated $2.5M and leaving 44,238 shares worth $13.4M. The position accounts for 7.38% of the portfolio, ranked #4.

Fiduciary Wealth Partners first reported a position in VB in Q4 2015 and has held it in 14 quarters since. The position peaked at $18.3M in Q4 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Fiduciary Wealth Partners held 44,238 shares of Vanguard Morningstar Small-Cap ETF worth $13.4M as of Q2 2026.
Fiduciary Wealth Partners sold 8,729 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.5M.
Vanguard Morningstar Small-Cap ETF made up 7.38% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #4 holding.
Fiduciary Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2015 and has held it in 14 quarters since.
Fiduciary Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $18.3M in Q4 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.