Golden State Equity Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Golden State Equity Partners’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	–	Sell	-4,515	Closed	-$1.18M	–	1681
2026 Q1	$1.18M	Buy	+4,515	New	+$1.22M	0.09%	252
2024 Q4	–	Sell	-40	Closed	-$9.49K	–	863
2024 Q3	$9.49K	Buy	+40	New	+$9.09K	﹤0.01%	704

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 State Equity Partners's VB Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 4,515 shares — an estimated $1.18M sold.

Golden State Equity Partners first reported a position in VB in Q3 2024 and held it in 2 quarters. The position peaked at $1.18M in Q1 2026. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Golden State Equity Partners reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 4,515 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.18M.
Golden State Equity Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and held it in 2 quarters.
Golden State Equity Partners's Vanguard Morningstar Small-Cap ETF position peaked at $1.18M in Q1 2026.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.