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

Founders Grove Wealth 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	$3.51M	Sell	11,580 -10	-0.1%	-$2.87K	0.7%	34
2026 Q1	$3.04M	Sell	11,590 -53	-0.5%	-$14.3K	0.69%	37
2025 Q4	$3M	Buy	11,643 +106	+0.9%	+$27.2K	0.68%	36
2025 Q3	$2.93M	Sell	11,537 -247	-2%	-$61.3K	0.69%	37
2025 Q2	$2.79M	Buy	11,784 +3,203	+37%	+$715K	0.7%	37
2025 Q1	$1.9M	Buy	8,581 +842	+11%	+$201K	0.53%	49
2024 Q4	$1.86M	Buy	+7,739	New	+$1.9M	0.54%	44

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

Founders Grove Wealth Partners's VB Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.09% in Q2 2026, selling an estimated $2.87K and leaving 11,580 shares worth $3.51M. The position accounts for 0.7% of the portfolio, ranked #34.

Founders Grove Wealth Partners first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Founders Grove Wealth Partners held 11,580 shares of Vanguard Morningstar Small-Cap ETF worth $3.51M as of Q2 2026.
Founders Grove Wealth Partners sold 10 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.87K.
Vanguard Morningstar Small-Cap ETF made up 0.7% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #34 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.