Great Diamond Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Great Diamond 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	$468K	Buy	1,544 +2	+0.1%	+$573	0.08%	171
2026 Q1	$404K	Buy	1,542 +75	+5%	+$20.3K	0.08%	180
2025 Q4	$378K	Hold	1,467	–	–	0.07%	179
2025 Q3	$373K	Hold	1,467	–	–	0.07%	171
2025 Q2	$348K	Buy	+1,467	New	+$327K	0.07%	174
2024 Q1	–	Sell	-1,012	Closed	-$216K	–	242
2023 Q4	$216K	Buy	+1,012	New	+$195K	0.05%	221
2020 Q1	–	Sell	-860	Closed	-$142K	–	579
2019 Q4	$142K	Buy	+860	New	+$137K	0.05%	187

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

Great Diamond Partners's VB Position: Q2 2026 in Review

Great Diamond Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.13% in Q2 2026, buying an estimated $573 and bringing the position to 1,544 shares worth $468K. The position accounts for 0.08% of the portfolio, ranked #171.

Great Diamond Partners first reported a position in VB in Q4 2019 and has held it in 7 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Great Diamond Partners held 1,544 shares of Vanguard Morningstar Small-Cap ETF worth $468K as of Q2 2026.
Great Diamond Partners bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Great Diamond Partners's portfolio in Q2 2026, its #171 holding.
Great Diamond Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 7 quarters since.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.