Gibson Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Gibson 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	$1.56M	Sell	5,156 -20	-0.4%	-$5.73K	0.26%	21
2026 Q1	$1.36M	Hold	5,176	–	–	0.25%	21
2025 Q4	$1.34M	Hold	5,176	–	–	0.24%	23
2025 Q3	$1.32M	Sell	5,176 -162	-3%	-$40.2K	0.24%	24
2025 Q2	$1.27M	Sell	5,338 -471	-8%	-$105K	0.25%	22
2025 Q1	$1.29M	Buy	5,809 +38	+0.7%	+$9.07K	0.27%	20
2024 Q4	$1.39M	Hold	5,771	–	–	0.28%	20
2024 Q3	$1.37M	Hold	5,771	–	–	0.28%	17
2024 Q2	$1.26M	Hold	5,771	–	–	0.28%	18
2024 Q1	$1.32M	Hold	5,771	–	–	0.29%	15
2023 Q4	$1.23M	Hold	5,771	–	–	0.29%	15
2023 Q3	$1.09M	Hold	5,771	–	–	0.29%	15
2023 Q2	$1.15M	Hold	5,771	–	–	0.3%	14
2023 Q1	$1.09M	Hold	5,771	–	–	0.29%	17
2022 Q4	$1.06M	Sell	5,771 -1	-0%	-$185	0.32%	15
2022 Q3	$987K	Hold	5,772	–	–	0.31%	14
2022 Q2	$1.01M	Hold	5,772	–	–	0.3%	15
2022 Q1	$1.23M	Hold	5,772	–	–	0.31%	14
2021 Q4	$1.3M	Hold	5,772	–	–	0.3%	13
2021 Q3	$1.26M	Hold	5,772	–	–	0.33%	11
2021 Q2	$1.3M	Hold	5,772	–	–	0.34%	10
2021 Q1	$1.23M	Hold	5,772	–	–	0.34%	10
2020 Q4	$1.12M	Hold	5,772	–	–	0.33%	11
2020 Q3	$887K	Hold	5,772	–	–	0.3%	13
2020 Q2	$840K	Hold	5,772	–	–	0.3%	11
2020 Q1	$665K	Hold	5,772	–	–	0.28%	15
2019 Q4	$954K	Hold	5,772	–	–	0.32%	17
2019 Q3	$887K	Sell	5,772 -64	-1%	-$9.92K	0.32%	15
2019 Q2	$913K	Hold	5,836	–	–	0.34%	13
2019 Q1	$890K	Hold	5,836	–	–	0.3%	15
2018 Q4	$769K	Hold	5,836	–	–	0.3%	15
2018 Q3	$947K	Sell	5,836 -269	-4%	-$43.5K	0.32%	14
2018 Q2	$948K	Hold	6,105	–	–	0.34%	15
2018 Q1	$895K	Hold	6,105	–	–	0.32%	16
2017 Q4	$900K	Hold	6,105	–	–	0.32%	15
2017 Q3	$862K	Hold	6,105	–	–	0.31%	16
2017 Q2	$826K	Hold	6,105	–	–	0.29%	17
2017 Q1	$811K	Hold	6,105	–	–	0.28%	15
2016 Q4	$787K	Sell	6,105 -85	-1%	-$10.6K	0.27%	16
2016 Q3	$754K	Hold	6,190	–	–	0.27%	16
2016 Q2	$714K	Hold	6,190	–	–	0.25%	16
2016 Q1	$688K	Hold	6,190	–	–	0.25%	17
2015 Q4	$683K	Hold	6,190	–	–	0.24%	19
2015 Q3	$666K	Hold	6,190	–	–	0.22%	21
2015 Q2	$751K	Hold	6,190	–	–	0.23%	21
2015 Q1	$756K	Hold	6,190	–	–	0.22%	22
2014 Q4	$720K	Hold	6,190	–	–	0.22%	23
2014 Q3	$684K	Buy	6,190 +354	+6%	+$40.5K	0.22%	18
2014 Q2	$683K	Buy	5,836 +2,843	+95%	+$318K	0.22%	16
2014 Q1	$338K	Buy	+2,993	New	+$332K	0.12%	18

Other funds holding VB

Morgan Stanley New York $1.89T AUM 35.08% 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 $80B AUM 26.12% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gibson Capital's VB Position: Q2 2026 in Review

Gibson Capital reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.39% in Q2 2026, selling an estimated $5.73K and leaving 5,156 shares worth $1.56M. The position accounts for 0.26% of the portfolio, ranked #21.

Gibson Capital first reported a position in VB in Q1 2014 and has held it in 50 quarters since. 2,250 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Gibson Capital held 5,156 shares of Vanguard Morningstar Small-Cap ETF worth $1.56M as of Q2 2026.
Gibson Capital sold 20 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
Vanguard Morningstar Small-Cap ETF made up 0.26% of Gibson Capital's portfolio in Q2 2026, its #21 holding.
Gibson Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2014 and has held it in 50 quarters since.
2,250 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.