Granite Harbor Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Granite Harbor 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	$603K	Sell	1,990 -20	-1%	-$5.73K	0.24%	73
2026 Q1	$526K	Hold	2,010	–	–	0.23%	77
2025 Q4	$518K	Hold	2,010	–	–	0.22%	75
2025 Q3	$511K	Hold	2,010	–	–	0.21%	81
2025 Q2	$476K	Sell	2,010 -12	-0.6%	-$2.68K	0.22%	75
2025 Q1	$448K	Hold	2,022	–	–	0.24%	68
2024 Q4	$486K	Hold	2,022	–	–	0.27%	62
2024 Q3	$480K	Hold	2,022	–	–	0.28%	62
2024 Q2	$441K	Sell	2,022 -71	-3%	-$15.6K	0.28%	59
2024 Q1	$478K	Sell	2,093 -17	-0.8%	-$3.66K	0.33%	55
2023 Q4	$450K	Sell	2,110 -115	-5%	-$22.2K	0.34%	48
2023 Q3	$421K	Sell	2,225 -65	-3%	-$13K	0.34%	51
2023 Q2	$455K	Sell	2,290 -108	-5%	-$20.4K	0.35%	50
2023 Q1	$455K	Sell	2,398 -52	-2%	-$10.1K	0.41%	50
2022 Q4	$450K	Buy	+2,450	New	+$454K	0.46%	42

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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 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 Harbor Advisors's VB Position: Q2 2026 in Review

Granite Harbor Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1% in Q2 2026, selling an estimated $5.73K and leaving 1,990 shares worth $603K. The position accounts for 0.24% of the portfolio, ranked #73.

Granite Harbor Advisors first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Granite Harbor Advisors held 1,990 shares of Vanguard Morningstar Small-Cap ETF worth $603K as of Q2 2026.
Granite Harbor Advisors sold 20 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
Vanguard Morningstar Small-Cap ETF made up 0.24% of Granite Harbor Advisors's portfolio in Q2 2026, its #73 holding.
Granite Harbor Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.