Greykasell Wealth Strategies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Greykasell Wealth Strategies’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	$42.6K	Sell	141 -5	-3%	-$1.43K	0.02%	243
2026 Q1	$38.1K	Sell	146 -4	-3%	-$1.08K	0.02%	267
2025 Q4	$38.6K	Buy	+150	New	+$38.4K	0.02%	258
2025 Q2	–	Sell	-148	Closed	-$32.8K	–	352
2025 Q1	$32.8K	Buy	+148	New	+$35.3K	0.02%	199

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Greykasell Wealth Strategies's VB Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.4% in Q2 2026, selling an estimated $1.43K and leaving 141 shares worth $42.6K. The position accounts for 0.02% of the portfolio, ranked #243.

Greykasell Wealth Strategies first reported a position in VB in Q1 2025 and has held it in 4 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Greykasell Wealth Strategies held 141 shares of Vanguard Morningstar Small-Cap ETF worth $42.6K as of Q2 2026.
Greykasell Wealth Strategies sold 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #243 holding.
Greykasell Wealth Strategies first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 4 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.