Fort Point Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Fort Point Capital Partners’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	$4.86M	Buy	16,043 +286	+2%	+$82K	0.34%	44
2026 Q1	$4.13M	Sell	15,757 -142	-0.9%	-$38.4K	0.5%	39
2025 Q4	$4.38M	Buy	15,899 +646	+4%	+$165K	0.49%	38
2025 Q3	$3.89M	Sell	15,253 -170	-1%	-$42.2K	0.46%	46
2025 Q2	$3.67M	Buy	15,423 +891	+6%	+$199K	0.26%	59
2025 Q1	$3.22M	Buy	14,532 +1,656	+13%	+$395K	0.36%	51
2024 Q4	$3.09M	Buy	12,876 +3,749	+41%	+$922K	0.34%	58
2024 Q3	$2.17M	Buy	9,127 +76	+0.8%	+$17.3K	0.27%	65
2024 Q2	$1.97M	Sell	9,051 -1,140	-11%	-$250K	0.25%	70
2024 Q1	$2.33M	Sell	10,191 -258	-2%	-$55.5K	0.31%	57
2023 Q4	$2.23M	Buy	10,449 +2,027	+24%	+$391K	0.32%	53
2023 Q3	$1.59M	Buy	8,422 +2,105	+33%	+$419K	0.24%	68
2023 Q2	$1.26M	Buy	6,317 +2,628	+71%	+$497K	0.18%	82
2023 Q1	$699K	Sell	3,689 -57	-2%	-$11.1K	0.11%	131
2022 Q4	$688K	Buy	3,746 +104	+3%	+$19.3K	0.11%	128
2022 Q3	$622K	Hold	3,642	–	–	0.1%	135
2022 Q2	$641K	Sell	3,642 -54	-1%	-$10.4K	0.1%	135
2022 Q1	$785K	Sell	3,696 -920	-20%	-$194K	0.11%	125
2021 Q4	$1.04M	Buy	4,616 +133	+3%	+$30.2K	0.14%	101
2021 Q3	$980K	Sell	4,483 -3,070	-41%	-$682K	0.15%	87
2021 Q2	$1.7M	Sell	7,553 -65	-0.9%	-$14.4K	0.31%	49
2021 Q1	$1.63M	Sell	7,618 -671	-8%	-$141K	0.35%	45
2020 Q4	$1.61M	Sell	8,289 -7	-0.1%	-$1.24K	0.37%	47
2020 Q3	$1.28M	Buy	8,296 +5,897	+246%	+$906K	0.32%	47
2020 Q2	$350K	Sell	2,399 -273	-10%	-$36.7K	0.11%	91
2020 Q1	$308K	Sell	2,672 -1,604	-38%	-$241K	0.13%	74
2019 Q4	$708K	Sell	4,276 -190	-4%	-$30.3K	0.25%	50
2019 Q3	$687K	Sell	4,466 -1,029	-19%	-$160K	0.26%	49
2019 Q2	$861K	Buy	5,495 +324	+6%	+$50.1K	0.34%	42
2019 Q1	$790K	Sell	5,171 -146	-3%	-$21.7K	0.35%	43
2018 Q4	$702K	Buy	5,317 +2,256	+74%	+$328K	0.28%	57
2018 Q3	$498K	Sell	3,061 -285	-9%	-$46.1K	0.15%	78
2018 Q2	$521K	Sell	3,346 -2,551	-43%	-$390K	0.17%	64
2018 Q1	$866K	Sell	5,897 -658	-10%	-$98.2K	0.32%	54
2017 Q4	$969K	Sell	6,555 -62	-0.9%	-$8.97K	0.45%	37
2017 Q3	$935K	Sell	6,617 -854	-11%	-$116K	0.45%	38
2017 Q2	$1.01M	Sell	7,471 -445	-6%	-$59.6K	0.56%	30
2017 Q1	$1.05M	Buy	7,916 +2,106	+36%	+$279K	0.54%	33
2016 Q4	$754K	Buy	5,810 +2,546	+78%	+$316K	0.41%	48
2016 Q3	$399K	Buy	3,264 +606	+23%	+$73.3K	0.18%	84
2016 Q2	$307K	Sell	2,658 -214	-7%	-$24.3K	0.15%	87
2016 Q1	$320K	Sell	2,872 -476	-14%	-$49.3K	0.16%	78
2015 Q4	$370K	Buy	3,348 +1,134	+51%	+$129K	0.19%	73
2015 Q3	$239K	Buy	2,214 +442	+25%	+$51.7K	0.15%	67
2015 Q2	$215K	Sell	1,772 -758	-30%	-$93.1K	0.13%	70
2015 Q1	$310K	Sell	2,530 -3,821	-60%	-$453K	0.2%	44
2014 Q4	$741K	Buy	6,351 +4,457	+235%	+$507K	0.55%	27
2014 Q3	$210K	Hold	1,894	–	–	0.16%	58
2014 Q2	$222K	Sell	1,894 -2,340	-55%	-$262K	0.2%	33
2014 Q1	$478K	Sell	4,234 -422	-9%	-$46.8K	0.46%	22
2013 Q4	$512K	Buy	+4,656	New	+$496K	0.38%	23

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

Fort Point Capital Partners's VB Position: Q2 2026 in Review

Fort Point Capital Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.8% in Q2 2026, buying an estimated $82K and bringing the position to 16,043 shares worth $4.86M. The position accounts for 0.34% of the portfolio, ranked #44.

Fort Point Capital Partners first reported a position in VB in Q4 2013 and has held it in 51 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Fort Point Capital Partners held 16,043 shares of Vanguard Morningstar Small-Cap ETF worth $4.86M as of Q2 2026.
Fort Point Capital Partners bought 286 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $82K.
Vanguard Morningstar Small-Cap ETF made up 0.34% of Fort Point Capital Partners's portfolio in Q2 2026, its #44 holding.
Fort Point Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 51 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.