HWP
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Highline Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Highline Wealth 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 		$2.81M Buy
9,267
+70
+0.8% +$20.1K 0.57% 35
2026
Q1 		$2.41M Buy
9,197
+2,243
+32% +$607K 0.61% 35
2025
Q4 		$1.79M Sell
6,954
-219
-3% -$56.1K 0.5% 37
2025
Q3 		$1.82M Buy
7,173
+343
+5% +$85.1K 0.49% 40
2025
Q2 		$1.62M Sell
6,830
-124
-2% -$27.7K 0.48% 43
2025
Q1 		$1.54M Sell
6,954
-281
-4% -$67.1K 0.52% 42
2024
Q4 		$1.74M Sell
7,235
-310
-4% -$76.3K 0.57% 38
2024
Q3 		$1.79M Sell
7,545
-1,099
-13% -$250K 0.6% 39
2024
Q2 		$1.88M Sell
8,644
-1,954
-18% -$429K 0.71% 33
2024
Q1 		$2.42M Buy
10,598
+1,059
+11% +$228K 0.99% 24
2023
Q4 		$2.03M Buy
9,539
+1,760
+23% +$339K 0.99% 28
2023
Q3 		$1.47M Buy
7,779
+299
+4% +$59.6K 0.91% 29
2023
Q2 		$1.49M Sell
7,480
-116
-2% -$21.9K 0.94% 32
2023
Q1 		$1.44M Sell
7,596
-1,497
-16% -$290K 0.98% 31
2022
Q4 		$1.67M Buy
9,093
+4,348
+92% +$806K 1.23% 25
2022
Q3 		$811K Buy
+4,745
New +$896K 0.66% 40

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

Highline Wealth Partners's VB Position: Q2 2026 in Review

Highline Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.76% in Q2 2026, buying an estimated $20.1K and bringing the position to 9,267 shares worth $2.81M. The position accounts for 0.57% of the portfolio, ranked #35.

Highline Wealth Partners first reported a position in VB in Q3 2022 and has held it in 16 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Highline Wealth Partners held 9,267 shares of Vanguard Morningstar Small-Cap ETF worth $2.81M as of Q2 2026.
  • Highline Wealth Partners bought 70 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $20.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.57% of Highline Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Highline Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.