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

Heirloom 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 		– Sell
-812
Closed -$213K – 90
2026
Q1 		$213K Buy
+812
New +$220K 0.04% 85

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 22.9% 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

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

Heirloom Wealth Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 812 shares — an estimated $213K sold.

Heirloom Wealth Management first reported a position in VB in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Heirloom Wealth Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 812 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $213K.
  • Heirloom Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $213K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.