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Greenhouse Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Greenhouse Wealth 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 		$7.56M Sell
24,935
-1,000
-4% -$287K 5.31% 5
2026
Q1 		$6.78M Buy
25,935
+18
+0.1% +$4.87K 4.2% 8
2025
Q4 		$6.69M Buy
25,917
+120
+0.5% +$30.7K 3.95% 7
2025
Q3 		$6.56M Sell
25,797
-272
-1% -$67.5K 3.94% 7
2025
Q2 		$6.18M Buy
26,069
+2,289
+10% +$511K 3.98% 7
2025
Q1 		$5.27M Sell
23,780
-39
-0.2% -$9.31K 3.94% 6
2024
Q4 		$5.72M Buy
23,819
+413
+2% +$102K 3.78% 7
2024
Q3 		$5.55M Buy
23,406
+763
+3% +$173K 3.74% 7
2024
Q2 		$4.94M Buy
22,643
+425
+2% +$93.3K 3.6% 6
2024
Q1 		$5.08M Sell
22,218
-172
-0.8% -$37K 3.81% 6
2023
Q4 		$4.78M Buy
22,390
+16
+0.1% +$3.08K 3.86% 6
2023
Q3 		$4.23M Buy
22,374
+776
+4% +$155K 3.8% 6
2023
Q2 		$4.3M Buy
21,598
+10
+0% +$1.89K 3.79% 6
2023
Q1 		$4.09M Sell
21,588
-202
-0.9% -$39.2K 3.86% 5
2022
Q4 		$4M Sell
21,790
-720
-3% -$133K 4.03% 5
2022
Q3 		$3.85M Buy
22,510
+2,277
+11% +$430K 4.27% 5
2022
Q2 		$3.56M Buy
20,233
+403
+2% +$77.8K 3.82% 5
2022
Q1 		$4.21M Buy
19,830
+229
+1% +$48.2K 3.94% 5
2021
Q4 		$4.43M Sell
19,601
-171
-0.9% -$38.9K 3.96% 5
2021
Q3 		$4.32M Buy
19,772
+1,002
+5% +$223K 4.1% 5
2021
Q2 		$4.23M Buy
18,770
+477
+3% +$106K 3.92% 5
2021
Q1 		$3.92M Buy
18,293
+637
+4% +$134K 3.89% 5
2020
Q4 		$3.44M Buy
+17,656
New +$3.11M 3.39% 5

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

Greenhouse Wealth Management's VB Position: Q2 2026 in Review

Greenhouse Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.9% in Q2 2026, selling an estimated $287K and leaving 24,935 shares worth $7.56M. The position accounts for 5.31% of the portfolio, ranked #5.

Greenhouse Wealth Management first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Greenhouse Wealth Management held 24,935 shares of Vanguard Morningstar Small-Cap ETF worth $7.56M as of Q2 2026.
  • Greenhouse Wealth Management sold 1,000 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $287K.
  • Vanguard Morningstar Small-Cap ETF made up 5.31% of Greenhouse Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Greenhouse Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.