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

Focus Partners Wealth’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 		$85.1M Buy
280,808
+13,757
+5% +$3.94M 0.09% 221
2026
Q1 		$70.1M Buy
267,051
+6,924
+3% +$1.87M 0.08% 230
2025
Q4 		$67.1M Sell
260,127
-865,168
-77% -$222M 0.08% 237
2025
Q3 		$286M Buy
1,125,295
+947,832
+534% +$235M 0.46% 46
2025
Q2 		$42.1M Buy
177,463
+16,084
+10% +$3.59M 0.09% 210
2025
Q1 		$35.8M Buy
161,379
+1,321
+0.8% +$315K 0.09% 225
2024
Q4 		$38.5M Buy
160,058
+36,273
+29% +$8.93M 0.1% 197
2024
Q3 		$29.4M Buy
123,785
+12,045
+11% +$2.74M 0.09% 213
2024
Q2 		$24.9M Buy
111,740
+80,918
+263% +$17.8M 0.08% 217
2024
Q1 		$7.05M Buy
30,822
+1,198
+4% +$258K 0.06% 258
2023
Q4 		$6.32M Buy
+29,624
New +$5.71M 0.08% 201

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 Wealth's VB Position: Q2 2026 in Review

Focus Partners Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.2% in Q2 2026, buying an estimated $3.94M and bringing the position to 280,808 shares worth $85.1M. The position accounts for 0.09% of the portfolio, ranked #221.

Focus Partners Wealth first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $286M in Q3 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Focus Partners Wealth held 280,808 shares of Vanguard Morningstar Small-Cap ETF worth $85.1M as of Q2 2026.
  • Focus Partners Wealth bought 13,757 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.94M.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Focus Partners Wealth's portfolio in Q2 2026, its #221 holding.
  • Focus Partners Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $286M in Q3 2025.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.