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

Greenwich 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 		$4.35M Hold
14,362
– – 0.16% 78
2026
Q1 		$3.76M Sell
14,362
-2
-0% -$541 0.15% 79
2025
Q4 		$3.71M Sell
14,364
-325
-2% -$83.3K 0.17% 76
2025
Q3 		$3.73M Buy
14,689
+135
+0.9% +$33.5K 0.19% 71
2025
Q2 		$3.45M Sell
14,554
-35
-0.2% -$7.81K 0.17% 58
2025
Q1 		$3.23M Buy
14,589
+100
+0.7% +$23.9K 0.24% 51
2024
Q4 		$3.48M Buy
14,489
+90
+0.6% +$22.1K 0.25% 50
2024
Q3 		$3.42M Buy
14,399
+300
+2% +$68.2K 0.23% 48
2024
Q2 		$3.07M Buy
14,099
+163
+1% +$35.8K 0.22% 53
2024
Q1 		$3.19M Buy
13,936
+359
+3% +$77.2K 0.25% 50
2023
Q4 		$2.9M Buy
13,577
+125
+0.9% +$24.1K 0.29% 52
2023
Q3 		$2.54M Buy
13,452
+99
+0.7% +$19.7K 0.27% 53
2023
Q2 		$2.66M Buy
13,353
+1,526
+13% +$288K 0.28% 56
2023
Q1 		$2.24M Buy
11,827
+1,113
+10% +$216K 0.24% 63
2022
Q4 		$1.97M Sell
10,714
-1
-0% -$185 0.22% 70
2022
Q3 		$1.83M Buy
10,715
+551
+5% +$104K 0.2% 71
2022
Q2 		$1.79M Buy
10,164
+1,390
+16% +$268K 0.24% 74
2022
Q1 		$1.86M Buy
8,774
+470
+6% +$98.9K 0.19% 80
2021
Q4 		$1.88M Buy
8,304
+1,170
+16% +$266K 0.15% 74
2021
Q3 		$1.56M Buy
7,134
+189
+3% +$42K 0.13% 81
2021
Q2 		$1.56M Buy
6,945
+469
+7% +$104K 0.13% 83
2021
Q1 		$1.39M Buy
6,476
+74
+1% +$15.6K 0.11% 87
2020
Q4 		$1.25M Sell
6,402
-500
-7% -$88.2K 0.11% 84
2020
Q3 		$1.06M Buy
6,902
+2,991
+76% +$459K 0.19% 83
2020
Q2 		$570K Buy
+3,911
New +$525K 0.11% 108
2017
Q1 		– Sell
-15,417
Closed -$1.99M – 208
2016
Q4 		$1.99M Buy
15,417
+174
+1% +$21.6K 0.25% 58
2016
Q3 		$1.86M Sell
15,243
-939
-6% -$114K 0.33% 59
2016
Q2 		$1.87M Buy
16,182
+1,907
+13% +$217K 0.45% 54
2016
Q1 		$1.59M Buy
+14,275
New +$1.48M 0.41% 55

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

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

Greenwich Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 14,362 shares worth $4.35M. The position accounts for 0.16% of the portfolio, ranked #78.

Greenwich Wealth Management first reported a position in VB in Q1 2016 and has held it in 29 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Greenwich Wealth Management held 14,362 shares of Vanguard Morningstar Small-Cap ETF worth $4.35M as of Q2 2026.
  • Greenwich Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Greenwich Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Greenwich Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2016 and has held it in 29 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.