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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Advisor Solutions's VB Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.6% in Q1 2026, selling an estimated $1.94M and leaving 75,826 shares worth $19.9M. The position accounts for 0.2% of the portfolio, ranked #62.

Focus Partners Advisor Solutions first reported a position in VB in Q1 2022 and has held it in 17 quarters since. The position peaked at $28.4M in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Focus Partners Advisor Solutions held 75,826 shares of Vanguard Morningstar Small-Cap ETF worth $19.9M as of Q1 2026.
  • Focus Partners Advisor Solutions sold 7,176 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $1.94M.
  • Vanguard Morningstar Small-Cap ETF made up 0.2% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #62 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's Vanguard Morningstar Small-Cap ETF position peaked at $28.4M in Q3 2025.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.