GFP
VB icon

Gryphon Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Gryphon Financial Partners’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 		$2.39M Buy
7,898
+272
+4% +$78K 0.21% 76
2026
Q1 		$2M Buy
7,626
+261
+4% +$70.6K 0.2% 78
2025
Q4 		$1.9M Buy
7,365
+469
+7% +$120K 0.2% 68
2025
Q3 		$1.75M Buy
6,896
+442
+7% +$110K 0.2% 72
2025
Q2 		$1.53M Buy
6,454
+418
+7% +$93.3K 0.2% 75
2025
Q1 		$1.34M Buy
6,036
+945
+19% +$226K 0.19% 75
2024
Q4 		$1.22M Sell
5,091
-330
-6% -$81.2K 0.17% 80
2024
Q3 		$1.29M Buy
5,421
+226
+4% +$51.4K 0.17% 75
2024
Q2 		$1.13M Buy
5,195
+386
+8% +$84.8K 0.17% 78
2024
Q1 		$1.1M Buy
4,809
+476
+11% +$102K 0.18% 74
2023
Q4 		$924K Buy
+4,333
New +$835K 0.16% 88
2019
Q1 		– Sell
-8,076
Closed -$1.26M – 187
2018
Q4 		$1.26M Buy
+8,076
New +$1.18M 0.32% 60

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

Gryphon Financial Partners's VB Position: Q2 2026 in Review

Gryphon Financial Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.6% in Q2 2026, buying an estimated $78K and bringing the position to 7,898 shares worth $2.39M. The position accounts for 0.21% of the portfolio, ranked #76.

Gryphon Financial Partners first reported a position in VB in Q4 2018 and has held it in 12 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Gryphon Financial Partners held 7,898 shares of Vanguard Morningstar Small-Cap ETF worth $2.39M as of Q2 2026.
  • Gryphon Financial Partners bought 272 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $78K.
  • Vanguard Morningstar Small-Cap ETF made up 0.21% of Gryphon Financial Partners's portfolio in Q2 2026, its #76 holding.
  • Gryphon Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 12 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.