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Great Point Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Great Point Wealth 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 		$4.31M Hold
14,204
– – 0.7% 26
2026
Q1 		$3.72M Hold
14,204
– – 0.69% 26
2025
Q4 		$3.66M Sell
14,204
-39
-0.3% -$9.99K 0.67% 26
2025
Q3 		$3.62M Buy
+14,243
New +$3.53M 0.68% 27
2025
Q1 		$3.16M Hold
14,231
– – 0.68% 27
2024
Q4 		$3.42M Buy
14,231
+39
+0.3% +$9.6K 0.75% 27
2024
Q3 		$3.37M Hold
14,192
– – 0.72% 28
2024
Q2 		$3.09M Hold
14,192
– – 0.71% 27
2024
Q1 		$3.24M Hold
14,192
– – 0.76% 26
2023
Q4 		$3.03M Hold
14,192
– – 0.79% 29
2023
Q3 		$2.68M Hold
14,192
– – 0.8% 29
2023
Q2 		$2.82M Buy
14,192
+22
+0.2% +$4.16K 0.85% 29
2023
Q1 		$2.69M Hold
14,170
– – 0.85% 30
2022
Q4 		$2.6M Hold
14,170
– – 0.87% 28
2022
Q3 		$2.42M Buy
14,170
+21
+0.1% +$3.96K 0.9% 28
2022
Q2 		$2.49M Buy
14,149
+39
+0.3% +$7.53K 0.88% 29
2022
Q1 		$3M Hold
14,110
– – 0.93% 21
2021
Q4 		$3.19M Hold
14,110
– – 0.98% 20
2021
Q3 		$3.08M Hold
14,110
– – 1.06% 19
2021
Q2 		$3.18M Hold
14,110
– – 1.11% 19
2021
Q1 		$3.02M Hold
14,110
– – 1.16% 15
2020
Q4 		$2.75M Sell
14,110
-34
-0.2% -$6K 1.18% 18
2020
Q3 		$2.06M Hold
14,144
– – 1.06% 15
2020
Q2 		$2.06M Buy
14,144
+222
+2% +$29.8K 1.06% 15
2020
Q1 		$1.61M Sell
13,922
-34
-0.2% -$5.11K 1.34% 14
2019
Q4 		$2.31M Buy
13,956
+143
+1% +$22.8K 1.43% 13
2019
Q3 		$2.13M Sell
13,813
-4,887
-26% -$758K 1.45% 13
2019
Q2 		$2.93M Sell
18,700
-698
-4% -$108K 2.37% 12
2019
Q1 		$2.96M Sell
19,398
-694
-3% -$103K 2.52% 10
2018
Q4 		$2.65M Buy
+20,092
New +$2.93M 2.51% 11

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Great Point Wealth Advisors's VB Position: Q2 2026 in Review

Great Point Wealth Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 14,204 shares worth $4.31M. The position accounts for 0.7% of the portfolio, ranked #26.

Great Point Wealth Advisors first reported a position in VB in Q4 2018 and has held it in 30 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Great Point Wealth Advisors held 14,204 shares of Vanguard Morningstar Small-Cap ETF worth $4.31M as of Q2 2026.
  • Great Point Wealth Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.7% of Great Point Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Great Point Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.