GC
VB icon

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

Garde Capital’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 		$50.6M Sell
167,031
-1,275
-0.8% -$365K 2.27% 11
2026
Q1 		$44.1M Sell
168,306
-344
-0.2% -$93.1K 2.64% 10
2025
Q4 		$43.5M Sell
168,650
-28
-0% -$7.17K 2.58% 9
2025
Q3 		$42.9M Buy
168,678
+2,298
+1% +$570K 2.09% 10
2025
Q2 		$39.4M Sell
166,380
-8,101
-5% -$1.81M 2.06% 11
2025
Q1 		$38.7M Buy
174,481
+2,661
+2% +$635K 2.18% 11
2024
Q4 		$41.3M Sell
171,820
-3,717
-2% -$915K 2.72% 9
2024
Q3 		$41.6M Sell
175,537
-3,543
-2% -$805K 2.74% 8
2024
Q2 		$39M Sell
179,080
-14,767
-8% -$3.24M 2.71% 9
2024
Q1 		$44.3M Sell
193,847
-20,278
-9% -$4.36M 3.1% 8
2023
Q4 		$45.7M Sell
214,125
-33,978
-14% -$6.55M 3.49% 6
2023
Q3 		$46.9M Buy
248,103
+40,351
+19% +$8.04M 4% 6
2023
Q2 		$41.3M Buy
207,752
+11,179
+6% +$2.11M 3.44% 6
2023
Q1 		$37.3M Buy
196,573
+3,389
+2% +$657K 4.09% 5
2022
Q4 		$35.5M Buy
193,184
+5,044
+3% +$935K 4.26% 5
2022
Q3 		$32.2M Buy
188,140
+1,148
+0.6% +$217K 4.16% 4
2022
Q2 		$32.9M Buy
186,992
+8,758
+5% +$1.69M 4.01% 4
2022
Q1 		$37.9M Sell
178,234
-7,410
-4% -$1.56M 3.89% 5
2021
Q4 		$42M Buy
185,644
+2,170
+1% +$493K 4.1% 4
2021
Q3 		$40.1M Buy
183,474
+10,260
+6% +$2.28M 4.15% 4
2021
Q2 		$39M Buy
173,214
+5,472
+3% +$1.21M 4.03% 4
2021
Q1 		$35.9M Buy
167,742
+2,876
+2% +$606K 4.15% 4
2020
Q4 		$32.1M Buy
164,866
+10,387
+7% +$1.83M 3.91% 4
2020
Q3 		$23.8M Buy
154,479
+14,110
+10% +$2.17M 3.58% 5
2020
Q2 		$20.5M Buy
140,369
+15,066
+12% +$2.02M 2.96% 8
2020
Q1 		$14.5M Sell
125,303
-9,945
-7% -$1.49M 2.54% 12
2019
Q4 		$22.4M Buy
135,248
+5,956
+5% +$949K 3.25% 9
2019
Q3 		$19.9M Buy
129,292
+7,315
+6% +$1.13M 3.1% 10
2019
Q2 		$19.1M Buy
121,977
+2,895
+2% +$447K 3.13% 9
2019
Q1 		$18.2M Buy
119,082
+529
+0.4% +$78.6K 3.14% 9
2018
Q4 		$15.6M Sell
118,553
-5,824
-5% -$848K 2.77% 9
2018
Q3 		$18.4M Sell
124,377
-181
-0.1% -$29.3K 3.09% 8
2018
Q2 		$19.4M Buy
124,558
+4,517
+4% +$691K 3.36% 8
2018
Q1 		$17.6M Buy
120,041
+11,192
+10% +$1.67M 3.2% 8
2017
Q4 		$16.1M Buy
108,849
+1,261
+1% +$182K 3.03% 7
2017
Q3 		$15.2M Buy
107,588
+20,112
+23% +$2.74M 2.98% 7
2017
Q2 		$11.9M Buy
87,476
+8,719
+11% +$1.17M 2.95% 8
2017
Q1 		$10.5M Buy
78,757
+5,758
+8% +$762K 2.8% 9
2016
Q4 		$9.41M Buy
72,999
+27,532
+61% +$3.42M 2.71% 11
2016
Q3 		$4.91M Sell
45,467
-17,584
-28% -$2.13M 1.57% 14
2016
Q2 		$7.29M Buy
63,051
+1,147
+2% +$130K 2.36% 12
2016
Q1 		$6.9M Buy
61,904
+9,423
+18% +$976K 2.28% 12
2015
Q4 		$5.81M Buy
52,481
+7,014
+15% +$795K 2.04% 12
2015
Q3 		$4.91M Buy
45,467
+5,668
+14% +$663K 1.57% 14
2015
Q2 		$4.83M Buy
39,799
+3,245
+9% +$399K 1.45% 15
2015
Q1 		$4.48M Buy
36,554
+5,431
+17% +$643K 1.36% 17
2014
Q4 		$3.63M Buy
31,123
+4,939
+19% +$562K 1.12% 21
2014
Q3 		$2.9M Buy
26,184
+788
+3% +$90.3K 1.13% 23
2014
Q2 		$2.97M Buy
+25,396
New +$2.84M 1.17% 23

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

Garde Capital's VB Position: Q2 2026 in Review

Garde Capital reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.76% in Q2 2026, selling an estimated $365K and leaving 167,031 shares worth $50.6M. The position accounts for 2.27% of the portfolio, ranked #11.

Garde Capital first reported a position in VB in Q2 2014 and has held it in 49 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Garde Capital held 167,031 shares of Vanguard Morningstar Small-Cap ETF worth $50.6M as of Q2 2026.
  • Garde Capital sold 1,275 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $365K.
  • Vanguard Morningstar Small-Cap ETF made up 2.27% of Garde Capital's portfolio in Q2 2026, its #11 holding.
  • Garde Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2014 and has held it in 49 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.