Ground Swell Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ground Swell Capital’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 Q1	–	Sell	-1,339	Closed	-$345K	–	183
2025 Q4	$345K	Buy	+1,339	New	+$343K	0.71%	16
2025 Q2	–	Sell	-1,251	Closed	-$277K	–	265
2025 Q1	$277K	Buy	+1,251	New	+$299K	0.6%	63
2022 Q2	–	Sell	-1,038	Closed	-$221K	–	182
2022 Q1	$221K	Buy	+1,038	New	+$219K	0.57%	34

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 22.96% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Ground Swell Capital's VB Position: Q1 2026 in Review

Ground Swell Capital sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,339 shares — an estimated $345K sold.

Ground Swell Capital first reported a position in VB in Q1 2022 and held it in 3 quarters. The position peaked at $345K in Q4 2025. 2,396 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Ground Swell Capital reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Ground Swell Capital sold 1,339 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $345K.
Ground Swell Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and held it in 3 quarters.
Ground Swell Capital's Vanguard Morningstar Small-Cap ETF position peaked at $345K in Q4 2025.
2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.