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

Kitching 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	$3.17M	Buy	10,463 +2,030	+24%	+$582K	2.73%	12
2026 Q1	$2.21M	Buy	8,433 +2,003	+31%	+$542K	2.03%	12
2025 Q4	$1.66M	Buy	6,430 +4,790	+292%	+$1.23M	1.51%	12
2025 Q3	$417K	Buy	1,640 +5	+0.3%	+$1.24K	0.39%	20
2025 Q2	$387K	Hold	1,635	–	–	0.39%	20
2025 Q1	$362K	Buy	1,635 +7	+0.4%	+$1.67K	0.42%	19
2024 Q4	$391K	Buy	1,628 +11	+0.7%	+$2.71K	0.5%	19
2024 Q3	$384K	Buy	+1,617	New	+$367K	0.51%	16

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kitching Partners's VB Position: Q2 2026 in Review

Kitching Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 24% in Q2 2026, buying an estimated $582K and bringing the position to 10,463 shares worth $3.17M. The position accounts for 2.73% of the portfolio, ranked #12.

Kitching Partners first reported a position in VB in Q3 2024 and has held it in 8 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Kitching Partners held 10,463 shares of Vanguard Morningstar Small-Cap ETF worth $3.17M as of Q2 2026.
Kitching Partners bought 2,030 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $582K.
Vanguard Morningstar Small-Cap ETF made up 2.73% of Kitching Partners's portfolio in Q2 2026, its #12 holding.
Kitching Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kitching Partners's 13F filing for Q2 2026, filed 30 Jul 2026.