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Granite FO LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Granite FO LLC’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 		$99.4K Hold
328
– – 0.05% 61
2026
Q1 		$85.9K Hold
328
– – 0.05% 66
2025
Q4 		$84.6K Hold
328
– – 0.05% 71
2025
Q3 		$83.4K Hold
328
– – 0.05% 75
2025
Q2 		$77.7K Hold
328
– – 0.04% 76
2025
Q1 		$72.7K Hold
328
– – 0.04% 76
2024
Q4 		$78.8K Hold
328
– – 0.05% 72
2024
Q3 		$77.8K Buy
+328
New +$74.5K 0.04% 76
2024
Q2 		– Sell
-328
Closed -$75.7K – 182
2024
Q1 		$75.7K Hold
328
– – 0.04% 81
2023
Q4 		$70K Hold
328
– – 0.05% 90
2023
Q3 		$62K Hold
328
– – 0.04% 93
2023
Q2 		$65.2K Hold
328
– – 0.04% 101
2023
Q1 		$61.4K Buy
328
+3
+0.9% +$582 0.04% 141
2022
Q4 		$63.7K Buy
+325
New +$60.2K 0.05% 94

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Granite FO LLC's VB Position: Q2 2026 in Review

Granite FO LLC held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 328 shares worth $99.4K. The position accounts for 0.05% of the portfolio, ranked #61.

Granite FO LLC first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 1,330 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Granite FO LLC held 328 shares of Vanguard Morningstar Small-Cap ETF worth $99.4K as of Q2 2026.
  • Granite FO LLC left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Granite FO LLC's portfolio in Q2 2026, its #61 holding.
  • Granite FO LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.