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GHP Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

GHP Investment Advisors’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 		$361K Buy
1,191
+108
+10% +$31K 0.01% 352
2026
Q1 		$284K Buy
1,083
+42
+4% +$11.4K 0.01% 365
2025
Q4 		$269K Sell
1,041
-71
-6% -$18.2K 0.01% 361
2025
Q3 		$283K Sell
1,112
-319
-22% -$79.1K 0.01% 350
2025
Q2 		$339K Sell
1,431
-307
-18% -$68.5K 0.02% 333
2025
Q1 		$385K Buy
1,738
+68
+4% +$16.2K 0.02% 319
2024
Q4 		$401K Sell
1,670
-7
-0.4% -$1.72K 0.02% 312
2024
Q3 		$398K Buy
1,677
+341
+26% +$77.5K 0.02% 321
2024
Q2 		$291K Buy
1,336
+83
+7% +$18.2K 0.01% 334
2024
Q1 		$286K Sell
1,253
-47
-4% -$10.1K 0.01% 345
2023
Q4 		$277K Buy
1,300
+1
+0.1% +$193 0.02% 346
2023
Q3 		$239K Buy
1,299
+108
+9% +$21.5K 0.01% 351
2023
Q2 		$241K Buy
1,191
+29
+2% +$5.48K 0.01% 355
2023
Q1 		$220K Hold
1,162
– – 0.01% 361
2022
Q4 		$213K Hold
1,162
– – 0.01% 362
2022
Q3 		$199K Hold
1,162
– – 0.02% 354
2022
Q2 		$205K Hold
1,162
– – 0.02% 348
2022
Q1 		$247K Buy
1,162
+1
+0.1% +$211 0.02% 337
2021
Q4 		$262K Buy
1,161
+1
+0.1% +$227 0.02% 292
2021
Q3 		$254K Buy
1,160
+1
+0.1% +$222 0.02% 284
2021
Q2 		$261K Buy
1,159
+1
+0.1% +$222 0.02% 276
2021
Q1 		$248K Buy
+1,158
New +$244K 0.02% 279

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

GHP Investment Advisors's VB Position: Q2 2026 in Review

GHP Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, buying an estimated $31K and bringing the position to 1,191 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #352.

GHP Investment Advisors first reported a position in VB in Q1 2021 and has held it in 22 quarters since. The position peaked at $401K in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • GHP Investment Advisors held 1,191 shares of Vanguard Morningstar Small-Cap ETF worth $361K as of Q2 2026.
  • GHP Investment Advisors bought 108 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $31K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #352 holding.
  • GHP Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • GHP Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $401K in Q4 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.