Fortitude Family Office’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Fortitude Family Office’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	$2.55M	Sell	8,418 -549	-6%	-$157K	0.49%	35
2026 Q1	$2.35M	Sell	8,967 -7	-0.1%	-$1.89K	0.52%	38
2025 Q4	$2.31M	Sell	8,974 -221	-2%	-$56.6K	0.54%	39
2025 Q3	$2.34M	Sell	9,195 -78	-0.8%	-$19.3K	0.63%	35
2025 Q2	$2.2M	Buy	9,273 +2,882	+45%	+$643K	0.72%	31
2025 Q1	$1.42M	Buy	6,391 +1,451	+29%	+$347K	0.5%	32
2024 Q4	$1.19M	Sell	4,940 -269	-5%	-$66.2K	0.42%	40
2024 Q3	$1.24M	Hold	5,209	–	–	0.49%	34
2024 Q2	$1.14M	Hold	5,209	–	–	0.64%	27
2024 Q1	$1.19M	Sell	5,209 -5	-0.1%	-$1.08K	0.8%	21
2023 Q4	$1.11M	Buy	+5,214	New	+$1M	0.83%	21

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

Fortitude Family Office's VB Position: Q2 2026 in Review

Fortitude Family Office reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.1% in Q2 2026, selling an estimated $157K and leaving 8,418 shares worth $2.55M. The position accounts for 0.49% of the portfolio, ranked #35.

Fortitude Family Office first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Fortitude Family Office held 8,418 shares of Vanguard Morningstar Small-Cap ETF worth $2.55M as of Q2 2026.
Fortitude Family Office sold 549 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $157K.
Vanguard Morningstar Small-Cap ETF made up 0.49% of Fortitude Family Office's portfolio in Q2 2026, its #35 holding.
Fortitude Family Office first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.