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Financial Perspectives’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Financial Perspectives’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 		$99.8K Buy
329
+26
+9% +$7.45K 0.02% 244
2026
Q1 		$79.3K Buy
303
+15
+5% +$4.06K 0.02% 254
2025
Q4 		$74.3K Buy
288
+1
+0.3% +$256 0.02% 262
2025
Q3 		$72.9K Buy
287
+1
+0.3% +$248 0.02% 269
2025
Q2 		$67.7K Buy
286
+75
+36% +$16.7K 0.02% 268
2025
Q1 		$46.8K Buy
211
+16
+8% +$3.82K 0.02% 308
2024
Q4 		$46.9K Buy
195
+34
+21% +$8.37K 0.02% 308
2024
Q3 		$38.1K Buy
161
+37
+30% +$8.41K 0.01% 309
2024
Q2 		$27.1K Buy
124
+38
+44% +$8.35K 0.01% 341
2024
Q1 		$19.8K Buy
86
+5
+6% +$1.08K 0.01% 384
2023
Q4 		$17.4K Hold
81
– – 0.01% 396
2023
Q3 		$15.4K Hold
81
– – 0.01% 390
2023
Q2 		$16.2K Buy
81
+5
+7% +$945 0.01% 389
2023
Q1 		$14.4K Hold
76
– – 0.01% 403
2022
Q4 		$14K Buy
76
+2
+3% +$371 0.01% 402
2022
Q3 		$12.7K Hold
74
– – 0.01% 407
2022
Q2 		$13K Buy
74
+8
+12% +$1.54K 0.01% 408
2022
Q1 		$14K Hold
66
– – 0.01% 415
2021
Q4 		$14.9K Hold
66
– – 0.01% 397
2021
Q3 		$14.4K Hold
66
– – 0.01% 399
2021
Q2 		$14.9K Sell
66
-14,063
-100% -$3.12M 0.01% 419
2021
Q1 		$66K Buy
14,129
+14,063
+21,308% +$2.96M ﹤0.01% 540
2020
Q4 		$12.8K Hold
66
– – 0.01% 381
2020
Q3 		$10.2K Hold
66
– – 0.01% 369
2020
Q2 		$9.62K Hold
66
– – 0.01% 354
2020
Q1 		$7.62K Hold
66
– – 0.01% 350
2019
Q4 		$10.9K Buy
+66
New +$10.5K 0.01% 324

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

Financial Perspectives's VB Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.6% in Q2 2026, buying an estimated $7.45K and bringing the position to 329 shares worth $99.8K. The position accounts for 0.02% of the portfolio, ranked #244.

Financial Perspectives first reported a position in VB in Q4 2019 and has held it in 27 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Financial Perspectives held 329 shares of Vanguard Morningstar Small-Cap ETF worth $99.8K as of Q2 2026.
  • Financial Perspectives bought 26 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $7.45K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #244 holding.
  • Financial Perspectives first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.