Five Pine Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Five Pine Wealth 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	$9.7M	Sell	31,990 -807	-2%	-$231K	5.49%	7
2026 Q1	$8.59M	Buy	32,797 +47	+0.1%	+$12.7K	5.34%	7
2025 Q4	$8.45M	Buy	32,750 +404	+1%	+$104K	5.42%	7
2025 Q3	$8.22M	Buy	32,346 +221	+0.7%	+$54.8K	5.56%	6
2025 Q2	$7.62M	Buy	32,125 +966	+3%	+$216K	5.64%	6
2025 Q1	$6.91M	Buy	31,159 +1,502	+5%	+$359K	5.63%	6
2024 Q4	$7.13M	Buy	+29,657	New	+$7.3M	6.01%	6

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

Five Pine Wealth Management's VB Position: Q2 2026 in Review

Five Pine Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, selling an estimated $231K and leaving 31,990 shares worth $9.7M. The position accounts for 5.49% of the portfolio, ranked #7.

Five Pine Wealth Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Five Pine Wealth Management held 31,990 shares of Vanguard Morningstar Small-Cap ETF worth $9.7M as of Q2 2026.
Five Pine Wealth Management sold 807 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $231K.
Vanguard Morningstar Small-Cap ETF made up 5.49% of Five Pine Wealth Management's portfolio in Q2 2026, its #7 holding.
Five Pine Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.