General Partner Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

General Partner Inc’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	$4.1M	Hold	13,534	–	–	2.21%	7
2026 Q1	$3.54M	Hold	13,534	–	–	2.16%	8
2025 Q4	$3.49M	Sell	13,534 -25	-0.2%	-$6.41K	1.98%	9
2025 Q3	$3.45M	Hold	13,559	–	–	1.9%	10
2025 Q2	$3.21M	Buy	13,559 +13,500	+22,881%	+$3.01M	1.88%	11
2025 Q1	$13.1K	Sell	59 -13,500	-100%	-$3.22M	0.01%	147
2024 Q4	$3.26M	Buy	13,559 +59	+0.4%	+$14.5K	1.96%	10
2024 Q3	$3.2M	Hold	13,500	–	–	1.99%	10
2024 Q2	$2.94M	Hold	13,500	–	–	1.88%	10
2024 Q1	$3.09M	Hold	13,500	–	–	1.94%	10
2023 Q4	$2.88M	Hold	13,500	–	–	2.42%	9
2023 Q3	$2.55M	Hold	13,500	–	–	2.28%	11
2023 Q2	$2.69M	Hold	13,500	–	–	2.24%	11
2023 Q1	$2.56M	Hold	13,500	–	–	2.25%	11
2022 Q4	$2.48M	Buy	+13,500	New	+$2.5M	2.28%	10

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

General Partner Inc's VB Position: Q2 2026 in Review

General Partner Inc held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 13,534 shares worth $4.1M. The position accounts for 2.21% of the portfolio, ranked #7.

General Partner Inc first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

General Partner Inc held 13,534 shares of Vanguard Morningstar Small-Cap ETF worth $4.1M as of Q2 2026.
General Partner Inc left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 2.21% of General Partner Inc's portfolio in Q2 2026, its #7 holding.
General Partner Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.