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Interchange Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Interchange Capital 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 		$521K Sell
1,718
-59
-3% -$16.9K 0.1% 202
2026
Q1 		$400K Buy
1,777
+198
+13% +$53.6K 0.13% 170
2025
Q4 		$407K Sell
1,579
-59
-4% -$15.1K 0.08% 232
2025
Q3 		$417K Hold
1,638
– – 0.08% 211
2025
Q2 		$388K Buy
1,638
+1
+0.1% +$223 0.09% 182
2025
Q1 		$363K Hold
1,637
– – 0.1% 178
2024
Q4 		$393K Sell
1,637
-108
-6% -$26.6K 0.14% 156
2024
Q3 		$414K Sell
1,745
-15
-0.9% -$3.41K 0.15% 164
2024
Q2 		$384K Buy
1,760
+867
+97% +$190K 0.14% 161
2024
Q1 		$217K Buy
+893
New +$192K 0.15% 149
2023
Q2 		– Sell
-1,555
Closed -$295K – 221
2023
Q1 		$295K Buy
+1,555
New +$302K 0.16% 146
2022
Q2 		– Sell
-942
Closed -$200K – 173
2022
Q1 		$200K Buy
942
+5
+0.5% +$1.05K 0.21% 152
2021
Q4 		$211K Sell
937
-158
-14% -$35.9K 0.21% 143
2021
Q3 		$239K Hold
1,095
– – 0.4% 84
2021
Q2 		$246K Sell
1,095
-993
-48% -$220K 0.38% 83
2021
Q1 		$446K Sell
2,088
-100
-5% -$21.1K 0.24% 131
2020
Q4 		$425K Buy
+2,188
New +$386K 0.23% 116

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

Interchange Capital Partners's VB Position: Q2 2026 in Review

Interchange Capital Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.3% in Q2 2026, selling an estimated $16.9K and leaving 1,718 shares worth $521K. The position accounts for 0.1% of the portfolio, ranked #202.

Interchange Capital Partners first reported a position in VB in Q4 2020 and has held it in 17 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Interchange Capital Partners held 1,718 shares of Vanguard Morningstar Small-Cap ETF worth $521K as of Q2 2026.
  • Interchange Capital Partners sold 59 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $16.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Interchange Capital Partners's portfolio in Q2 2026, its #202 holding.
  • Interchange Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 17 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.