Golden Road Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Golden Road 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	$20.9M	Sell	68,897 -561	-0.8%	-$161K	10.13%	3
2026 Q1	$18.2M	Buy	69,458 +1,336	+2%	+$362K	10.48%	3
2025 Q4	$17.6M	Sell	68,122 -630	-0.9%	-$161K	10%	3
2025 Q3	$17.5M	Buy	68,752 +489	+0.7%	+$121K	10.12%	3
2025 Q2	$16.2M	Buy	68,263 +816	+1%	+$182K	10.76%	3
2025 Q1	$15M	Buy	67,447 +620	+0.9%	+$148K	11.68%	3
2024 Q4	$16.1M	Buy	66,827 +3,251	+5%	+$800K	12.15%	3
2024 Q3	$15.1M	Buy	63,576 +1,862	+3%	+$423K	11.81%	3
2024 Q2	$13.3M	Buy	61,714 +472	+0.8%	+$104K	11%	3
2024 Q1	$14M	Buy	61,242 +3,950	+7%	+$850K	11.63%	3
2023 Q4	$12.2M	Buy	+57,292	New	+$11M	11.69%	3

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

Golden Road Advisors's VB Position: Q2 2026 in Review

Golden Road Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.81% in Q2 2026, selling an estimated $161K and leaving 68,897 shares worth $20.9M. The position accounts for 10.13% of the portfolio, ranked #3.

Golden Road Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Golden Road Advisors held 68,897 shares of Vanguard Morningstar Small-Cap ETF worth $20.9M as of Q2 2026.
Golden Road Advisors sold 561 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $161K.
Vanguard Morningstar Small-Cap ETF made up 10.13% of Golden Road Advisors's portfolio in Q2 2026, its #3 holding.
Golden Road Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.