G
VB icon

Gainplan’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Gainplan’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 		$3.66M Sell
12,087
-37
-0.3% -$10.6K 1.44% 12
2026
Q1 		$3.18M Buy
12,124
+4,991
+70% +$1.35M 2.38% 9
2025
Q4 		$1.84M Buy
7,133
+191
+3% +$48.9K 0.69% 15
2025
Q3 		$1.77M Sell
6,942
-205
-3% -$50.8K 0.75% 17
2025
Q2 		$1.69M Sell
7,147
-4,017
-36% -$896K 0.77% 14
2025
Q1 		$2.48M Sell
11,164
-256
-2% -$61.1K 1.6% 12
2024
Q4 		$2.74M Sell
11,420
-54
-0.5% -$13.3K 1.04% 14
2024
Q3 		$2.5M Buy
11,474
+141
+1% +$32K 1.18% 11
2024
Q2 		$2.47M Sell
11,333
-23
-0.2% -$5.05K 1.19% 11
2024
Q1 		$2.6M Buy
11,356
+871
+8% +$187K 1.26% 12
2023
Q4 		$2.24M Buy
10,485
+169
+2% +$32.6K 1.17% 12
2023
Q3 		$1.95M Buy
10,316
+856
+9% +$171K 2.71% 10
2023
Q2 		$1.88M Buy
9,460
+1,243
+15% +$235K 1.02% 11
2023
Q1 		$1.56M Buy
8,217
+2,288
+39% +$444K 0.99% 9
2022
Q4 		$1.09M Sell
5,929
-1,990
-25% -$369K 2.6% 11
2022
Q3 		$1.35M Buy
7,919
+360
+5% +$68K 1.42% 13
2022
Q2 		$1.33M Buy
7,559
+667
+10% +$129K 0.88% 16
2022
Q1 		$1.47M Buy
6,892
+699
+11% +$147K 1.12% 16
2021
Q4 		$1.4M Buy
6,193
+452
+8% +$103K 0.6% 17
2021
Q3 		$1.26M Buy
5,741
+226
+4% +$50.2K 0.56% 17
2021
Q2 		$1.24M Buy
5,515
+668
+14% +$148K 0.49% 21
2021
Q1 		$1.03M Buy
4,847
+246
+5% +$51.8K 0.46% 18
2020
Q4 		$896K Buy
4,601
+453
+11% +$79.9K 0.47% 20
2020
Q3 		$638K Buy
4,148
+339
+9% +$52.1K 0.93% 16
2020
Q2 		$555K Buy
3,809
+295
+8% +$39.6K 0.36% 21
2020
Q1 		$406K Buy
3,514
+762
+28% +$115K 0.45% 13
2019
Q4 		$456K Buy
+2,752
New +$438K 0.24% 27

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

Gainplan's VB Position: Q2 2026 in Review

Gainplan reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.31% in Q2 2026, selling an estimated $10.6K and leaving 12,087 shares worth $3.66M. The position accounts for 1.44% of the portfolio, ranked #12.

Gainplan first reported a position in VB in Q4 2019 and has held it in 27 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Gainplan held 12,087 shares of Vanguard Morningstar Small-Cap ETF worth $3.66M as of Q2 2026.
  • Gainplan sold 37 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Small-Cap ETF made up 1.44% of Gainplan's portfolio in Q2 2026, its #12 holding.
  • Gainplan first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Gainplan's 13F filing for Q2 2026, filed 7 Jul 2026.