GC Wealth Management RIA’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

GC Wealth Management RIA’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	$2.42M	Buy	7,971 +310	+4%	+$88.8K	0.14%	131
2026 Q1	$2.01M	Buy	7,661 +611	+9%	+$165K	0.08%	155
2025 Q4	$1.82M	Sell	7,050 -4,530	-39%	-$1.16M	0.07%	171
2025 Q3	$2.94M	Buy	11,580 +3,400	+42%	+$843K	0.1%	157
2025 Q2	$1.94M	Buy	8,180 +291	+4%	+$64.9K	0.16%	139
2025 Q1	$1.75M	Sell	7,889 -12	-0.2%	-$2.87K	0.32%	74
2024 Q4	$1.9M	Buy	7,901 +925	+13%	+$228K	0.33%	67
2024 Q3	$1.65M	Buy	6,976 +826	+13%	+$188K	0.29%	76
2024 Q2	$1.34M	Sell	6,150 -498	-7%	-$109K	0.26%	79
2024 Q1	$1.52M	Buy	+6,648	New	+$1.43M	0.3%	66

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

GC Wealth Management RIA's VB Position: Q2 2026 in Review

GC Wealth Management RIA increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4% in Q2 2026, buying an estimated $88.8K and bringing the position to 7,971 shares worth $2.42M. The position accounts for 0.14% of the portfolio, ranked #131.

GC Wealth Management RIA first reported a position in VB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.94M in Q3 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

GC Wealth Management RIA held 7,971 shares of Vanguard Morningstar Small-Cap ETF worth $2.42M as of Q2 2026.
GC Wealth Management RIA bought 310 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $88.8K.
Vanguard Morningstar Small-Cap ETF made up 0.14% of GC Wealth Management RIA's portfolio in Q2 2026, its #131 holding.
GC Wealth Management RIA first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
GC Wealth Management RIA's Vanguard Morningstar Small-Cap ETF position peaked at $2.94M in Q3 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.