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

Leeward 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 		$12.1M Buy
39,856
+624
+2% +$179K 3.17% 10
2026
Q1 		$10.3M Sell
39,232
-5,060
-11% -$1.37M 3.06% 11
2025
Q4 		$11.4M Buy
44,292
+675
+2% +$173K 3.21% 11
2025
Q3 		$11.1M Buy
43,617
+2,661
+6% +$660K 3.16% 11
2025
Q2 		$9.71M Buy
40,956
+1,453
+4% +$324K 3.08% 10
2025
Q1 		$8.76M Buy
39,503
+2,521
+7% +$602K 3.27% 9
2024
Q4 		$8.89M Buy
36,982
+4,953
+15% +$1.22M 3.17% 9
2024
Q3 		$7.6M Buy
32,029
+665
+2% +$151K 2.87% 9
2024
Q2 		$6.84M Buy
31,364
+1,290
+4% +$283K 2.78% 9
2024
Q1 		$6.87M Buy
30,074
+2,405
+9% +$517K 2.91% 9
2023
Q4 		$5.9M Sell
27,669
-533
-2% -$103K 2.85% 9
2023
Q3 		$5.33M Buy
28,202
+4,164
+17% +$830K 2.95% 10
2023
Q2 		$4.78M Buy
24,038
+3,981
+20% +$752K 2.75% 10
2023
Q1 		$3.8M Buy
20,057
+855
+4% +$166K 2.33% 14
2022
Q4 		$3.52M Sell
19,202
-6,553
-25% -$1.21M 2.43% 13
2022
Q3 		$4.4M Buy
25,755
+41
+0.2% +$7.74K 3.16% 10
2022
Q2 		$4.53M Sell
25,714
-403
-2% -$77.8K 3.11% 11
2022
Q1 		$5.55M Sell
26,117
-326
-1% -$68.6K 3.43% 7
2021
Q4 		$5.98M Buy
+26,443
New +$6.01M 3.74% 6

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

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

Leeward Financial Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.6% in Q2 2026, buying an estimated $179K and bringing the position to 39,856 shares worth $12.1M. The position accounts for 3.17% of the portfolio, ranked #10.

Leeward Financial Partners first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Leeward Financial Partners held 39,856 shares of Vanguard Morningstar Small-Cap ETF worth $12.1M as of Q2 2026.
  • Leeward Financial Partners bought 624 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $179K.
  • Vanguard Morningstar Small-Cap ETF made up 3.17% of Leeward Financial Partners's portfolio in Q2 2026, its #10 holding.
  • Leeward Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.