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

Greenup Street 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 		$3.22M Sell
10,625
-1,351
-11% -$387K 0.39% 44
2026
Q1 		$3.14M Buy
11,976
+1,622
+16% +$439K 0.44% 40
2025
Q4 		$2.67M Buy
10,354
+418
+4% +$107K 0.39% 50
2025
Q3 		$2.53M Sell
9,936
-323
-3% -$80.1K 0.39% 48
2025
Q2 		$2.43M Buy
10,259
+542
+6% +$121K 0.42% 42
2025
Q1 		$2.15M Buy
9,717
+1,835
+23% +$438K 0.43% 45
2024
Q4 		$1.89M Sell
7,882
-1,082
-12% -$266K 0.38% 49
2024
Q3 		$2.13M Buy
8,964
+820
+10% +$186K 0.44% 45
2024
Q2 		$1.78M Buy
8,144
+2,037
+33% +$447K 0.42% 44
2024
Q1 		$1.4M Sell
6,107
-807
-12% -$174K 0.35% 49
2023
Q4 		$1.47M Buy
6,914
+1,170
+20% +$225K 0.41% 43
2023
Q3 		$1.09M Buy
5,744
+1,387
+32% +$276K 0.35% 43
2023
Q2 		$867K Buy
4,357
+2,971
+214% +$561K 0.24% 63
2023
Q1 		$263K Sell
1,386
-3,052
-69% -$592K 0.09% 71
2022
Q4 		$815K Buy
4,438
+715
+19% +$133K 0.34% 58
2022
Q3 		$636K Buy
3,723
+699
+23% +$132K 0.29% 57
2022
Q2 		$533K Sell
3,024
-2,279
-43% -$440K 0.25% 58
2022
Q1 		$1.13M Buy
5,303
+1,702
+47% +$358K 0.62% 41
2021
Q4 		$814K Buy
+3,601
New +$818K 0.48% 49

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

Greenup Street Wealth Management's VB Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, selling an estimated $387K and leaving 10,625 shares worth $3.22M. The position accounts for 0.39% of the portfolio, ranked #44.

Greenup Street Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Greenup Street Wealth Management held 10,625 shares of Vanguard Morningstar Small-Cap ETF worth $3.22M as of Q2 2026.
  • Greenup Street Wealth Management sold 1,351 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $387K.
  • Vanguard Morningstar Small-Cap ETF made up 0.39% of Greenup Street Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Greenup Street Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.