Grandview Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Grandview Asset Management’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	$4.07M	Sell	13,417 -484	-3%	-$139K	1.01%	22
2026 Q1	$3.65M	Sell	13,901 -614	-4%	-$166K	1.07%	21
2025 Q4	$3.74M	Sell	14,515 -972	-6%	-$249K	1.03%	21
2025 Q3	$3.94M	Sell	15,487 -256	-2%	-$63.5K	1.11%	21
2025 Q2	$3.73M	Sell	15,743 -598	-4%	-$133K	1.19%	21
2025 Q1	$3.62M	Buy	16,341 +934	+6%	+$223K	1.38%	19
2024 Q4	$3.7M	Buy	+15,407	New	+$3.79M	1.36%	15
2024 Q2	–	Sell	-6,534	Closed	-$1.49M	–	100
2024 Q1	$1.49M	Hold	6,534	–	–	0.68%	36
2023 Q4	$1.39M	Sell	6,534 -695	-10%	-$134K	0.73%	34
2023 Q3	$1.37M	Buy	+7,229	New	+$1.44M	0.78%	32
2023 Q2	–	Sell	-7,575	Closed	-$1.44M	–	108
2023 Q1	$1.44M	Sell	7,575 -246	-3%	-$47.7K	0.84%	31
2022 Q4	$1.44M	Sell	7,821 -620	-7%	-$115K	0.89%	30
2022 Q3	$1.44M	Sell	8,441 -159	-2%	-$30K	0.92%	30
2022 Q2	$1.51M	Sell	8,600 -479	-5%	-$92.5K	0.85%	32
2022 Q1	$1.93M	Sell	9,079 -151	-2%	-$31.8K	0.82%	34
2021 Q4	$2.09M	Buy	+9,230	New	+$2.1M	0.84%	32
2021 Q2	–	Sell	-6,255	Closed	-$1.34M	–	447
2021 Q1	$1.34M	Buy	+6,255	New	+$1.32M	0.71%	43
2019 Q4	–	Sell	-3,516	Closed	-$532K	–	98
2019 Q3	$532K	Buy	3,516 +1,257	+56%	+$195K	0.48%	52
2019 Q2	$354K	Buy	+2,259	New	+$349K	0.33%	77

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

Grandview Asset Management's VB Position: Q2 2026 in Review

Grandview Asset Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.5% in Q2 2026, selling an estimated $139K and leaving 13,417 shares worth $4.07M. The position accounts for 1.01% of the portfolio, ranked #22.

Grandview Asset Management first reported a position in VB in Q2 2019 and has held it in 19 quarters since. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Grandview Asset Management held 13,417 shares of Vanguard Morningstar Small-Cap ETF worth $4.07M as of Q2 2026.
Grandview Asset Management sold 484 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $139K.
Vanguard Morningstar Small-Cap ETF made up 1.01% of Grandview Asset Management's portfolio in Q2 2026, its #22 holding.
Grandview Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 19 quarters since.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.