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Focus Partners Advisor Solutions’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Focus Partners Advisor Solutions’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 		$30.5M Buy
100,534
+24,708
+33% +$7.08M 0.26% 51
2026
Q1 		$19.9M Sell
75,826
-7,176
-9% -$1.94M 0.2% 62
2025
Q4 		$21.4M Sell
83,002
-28,119
-25% -$7.2M 0.26% 55
2025
Q3 		$28.4M Buy
111,121
+36,887
+50% +$9.15M 0.32% 43
2025
Q2 		$17.6M Sell
74,234
-1,252
-2% -$279K 0.23% 57
2025
Q1 		$16.7M Buy
75,486
+9,258
+14% +$2.21M 0.25% 53
2024
Q4 		$15.9M Sell
66,228
-2,244
-3% -$552K 0.27% 48
2024
Q3 		$16.2M Sell
68,472
-5,726
-8% -$1.3M 0.34% 41
2024
Q2 		$16.2M Buy
74,198
+28,768
+63% +$6.32M 0.42% 36
2024
Q1 		$10.4M Sell
45,430
-5,668
-11% -$1.22M 0.3% 43
2023
Q4 		$10.9M Sell
51,098
-1,470
-3% -$283K 0.52% 29
2023
Q3 		$9.94M Sell
52,568
-3,778
-7% -$753K 0.48% 27
2023
Q2 		$11.2M Buy
56,346
+12,416
+28% +$2.35M 0.62% 25
2023
Q1 		$8.33M Buy
43,930
+4,176
+11% +$810K 0.54% 29
2022
Q4 		$7.3M Buy
39,754
+2,647
+7% +$491K 0.57% 27
2022
Q3 		$6.34M Buy
37,107
+4,176
+13% +$788K 0.37% 33
2022
Q2 		$5.81M Buy
32,931
+7,597
+30% +$1.47M 0.49% 28
2022
Q1 		$5.39M Buy
+25,334
New +$5.33M 0.54% 31

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

Focus Partners Advisor Solutions's VB Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 33% in Q2 2026, buying an estimated $7.08M and bringing the position to 100,534 shares worth $30.5M. The position accounts for 0.26% of the portfolio, ranked #51.

Focus Partners Advisor Solutions first reported a position in VB in Q1 2022 and has held it in 18 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Focus Partners Advisor Solutions held 100,534 shares of Vanguard Morningstar Small-Cap ETF worth $30.5M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 24,708 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $7.08M.
  • Vanguard Morningstar Small-Cap ETF made up 0.26% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #51 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.