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Greenleaf Trust’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Greenleaf Trust’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 		$1.89M Sell
6,223
-301
-5% -$86.3K 0.02% 222
2026
Q1 		$1.71M Buy
6,524
+286
+5% +$77.4K 0.02% 222
2025
Q4 		$1.61M Buy
6,238
+482
+8% +$123K 0.01% 241
2025
Q3 		$1.46M Sell
5,756
-59
-1% -$14.6K 0.01% 250
2025
Q2 		$1.38M Sell
5,815
-172
-3% -$38.4K 0.01% 256
2025
Q1 		$1.33M Buy
5,987
+182
+3% +$43.5K 0.01% 266
2024
Q4 		$1.39M Buy
5,805
+64
+1% +$15.7K 0.01% 263
2024
Q3 		$1.36M Buy
5,741
+261
+5% +$59.3K 0.01% 272
2024
Q2 		$1.19M Sell
5,480
-47
-0.9% -$10.3K 0.01% 268
2024
Q1 		$1.26M Buy
5,527
+82
+2% +$17.6K 0.01% 257
2023
Q4 		$1.16M Sell
5,445
-460
-8% -$88.6K 0.01% 271
2023
Q3 		$1.12M Hold
5,905
– – 0.01% 250
2023
Q2 		$1.17M Sell
5,905
-53
-0.9% -$10K 0.01% 242
2023
Q1 		$1.13M Buy
+5,958
New +$1.16M 0.01% 257
2022
Q2 		– Sell
-1,425
Closed -$303K – 792
2022
Q1 		$303K Buy
+1,425
New +$300K ﹤0.01% 586
2020
Q2 		– Sell
-3,293
Closed -$380K – 593
2020
Q1 		$380K Buy
+3,293
New +$495K 0.01% 293

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

Greenleaf Trust's VB Position: Q2 2026 in Review

Greenleaf Trust reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.6% in Q2 2026, selling an estimated $86.3K and leaving 6,223 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #222.

Greenleaf Trust first reported a position in VB in Q1 2020 and has held it in 16 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Greenleaf Trust held 6,223 shares of Vanguard Morningstar Small-Cap ETF worth $1.89M as of Q2 2026.
  • Greenleaf Trust sold 301 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $86.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Greenleaf Trust's portfolio in Q2 2026, its #222 holding.
  • Greenleaf Trust first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 16 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.