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Global Strategic Investment Solutions’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Global Strategic Investment Solutions’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 		$1.57M Sell
5,182
-59
-1% -$16.9K 0.14% 69
2026
Q1 		$1.37M Buy
5,241
+10
+0.2% +$2.71K 0.13% 67
2025
Q4 		$1.35M Sell
5,231
-71
-1% -$18.2K 0.13% 71
2025
Q3 		$1.35M Sell
5,302
-66
-1% -$16.4K 0.13% 71
2025
Q2 		$1.27M Sell
5,368
-74
-1% -$16.5K 0.14% 71
2025
Q1 		$1.21M Sell
5,442
-584
-10% -$139K 0.14% 67
2024
Q4 		$1.45M Sell
6,026
-160
-3% -$39.4K 0.17% 63
2024
Q3 		$1.47M Sell
6,186
-67
-1% -$15.2K 0.17% 59
2024
Q2 		$1.36M Sell
6,253
-950
-13% -$209K 0.16% 62
2024
Q1 		$1.65M Sell
7,203
-4,136
-36% -$890K 0.19% 57
2023
Q4 		$2.42M Sell
11,339
-1,605
-12% -$309K 0.3% 47
2023
Q3 		$2.45M Sell
12,944
-1,384
-10% -$276K 0.32% 50
2023
Q2 		$2.85M Sell
14,328
-691
-5% -$131K 0.36% 46
2023
Q1 		$2.85M Sell
15,019
-4,773
-24% -$926K 0.41% 42
2022
Q4 		$3.63M Sell
19,792
-15,825
-44% -$2.93M 0.24% 38
2022
Q3 		$6.09M Buy
35,617
+3,678
+12% +$694K 0.29% 33
2022
Q2 		$5.63M Sell
31,939
-1,723
-5% -$333K 0.4% 35
2022
Q1 		$7.15M Sell
33,662
-2,787
-8% -$587K 0.45% 31
2021
Q4 		$8.24M Buy
36,449
+8,544
+31% +$1.94M 1.32% 20
2021
Q3 		$6.1M Sell
27,905
-447
-2% -$99.4K 1.03% 23
2021
Q2 		$6.39M Sell
28,352
-563
-2% -$125K 1.07% 22
2021
Q1 		$6.19M Buy
28,915
+2,882
+11% +$607K 1.13% 24
2020
Q4 		$5.07M Sell
26,033
-5,013
-16% -$884K 1.14% 22
2020
Q3 		$4.78M Buy
31,046
+1,143
+4% +$176K 1.21% 23
2020
Q2 		$4.36M Buy
29,903
+1,591
+6% +$214K 1.22% 23
2020
Q1 		$3.27M Sell
28,312
-7,797
-22% -$1.17M 1.22% 22
2019
Q4 		$5.98M Buy
36,109
+6,808
+23% +$1.08M 2.15% 13
2019
Q3 		$4.51M Buy
29,301
+8,691
+42% +$1.35M 1.76% 16
2019
Q2 		$3.23M Buy
20,610
+1,630
+9% +$252K 1.63% 17
2019
Q1 		$2.9M Buy
18,980
+6,092
+47% +$906K 1.58% 17
2018
Q4 		$1.7M Buy
+12,888
New +$1.88M 1.45% 17

Other funds holding VB

Bank of America
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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

Global Strategic Investment Solutions's VB Position: Q2 2026 in Review

Global Strategic Investment Solutions reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q2 2026, selling an estimated $16.9K and leaving 5,182 shares worth $1.57M. The position accounts for 0.14% of the portfolio, ranked #69.

Global Strategic Investment Solutions first reported a position in VB in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.24M in Q4 2021. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Global Strategic Investment Solutions held 5,182 shares of Vanguard Morningstar Small-Cap ETF worth $1.57M as of Q2 2026.
  • Global Strategic Investment Solutions sold 59 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $16.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #69 holding.
  • Global Strategic Investment Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Global Strategic Investment Solutions's Vanguard Morningstar Small-Cap ETF position peaked at $8.24M in Q4 2021.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.