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 		$212K Buy
+700
New +$201K 0.01% 238
2026
Q1 		– Sell
-1,300
Closed -$335K – 229
2025
Q4 		$335K Buy
1,300
+600
+86% +$154K 0.02% 172
2025
Q3 		$178K Buy
+700
New +$174K 0.01% 232

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 22.9% 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. 2,486 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.
  • 2,486 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.