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

Gateway 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	$8.67M	Sell	28,604 -22,193	-44%	-$6.36M	0.52%	41
2026 Q1	$13.3M	Buy	50,797 +49,626	+4,238%	+$13.4M	0.52%	41
2025 Q4	$302K	Buy	+1,171	New	+$300K	0.03%	365
2023 Q4	–	Sell	-37,327	Closed	-$7.06M	–	281
2023 Q3	$7.06M	Buy	37,327 +3,688	+11%	+$735K	1.27%	16
2023 Q2	$6.69M	Buy	33,639 +562	+2%	+$106K	1.2%	18
2023 Q1	$6.27M	Buy	33,077 +809	+3%	+$157K	0.96%	23
2022 Q4	$5.92M	Buy	+32,268	New	+$5.98M	1.02%	22

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

Gateway Wealth Partners's VB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 44% in Q2 2026, selling an estimated $6.36M and leaving 28,604 shares worth $8.67M. The position accounts for 0.52% of the portfolio, ranked #41.

Gateway Wealth Partners first reported a position in VB in Q4 2022 and has held it in 7 quarters since. The position peaked at $13.3M in Q1 2026. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Gateway Wealth Partners held 28,604 shares of Vanguard Morningstar Small-Cap ETF worth $8.67M as of Q2 2026.
Gateway Wealth Partners sold 22,193 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.36M.
Vanguard Morningstar Small-Cap ETF made up 0.52% of Gateway Wealth Partners's portfolio in Q2 2026, its #41 holding.
Gateway Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 7 quarters since.
Gateway Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $13.3M in Q1 2026.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.