Liberty Square Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Liberty Square 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	$4.37M	Sell	14,426 -635	-4%	-$182K	1.04%	15
2026 Q1	$3.94M	Sell	15,061 -1,455	-9%	-$394K	1.1%	15
2025 Q4	$4.26M	Sell	16,516 -3,086	-16%	-$791K	1.22%	15
2025 Q3	$4.98M	Sell	19,602 -5,563	-22%	-$1.38M	1.54%	13
2025 Q2	$5.96M	Sell	25,165 -1,078	-4%	-$240K	2.06%	9
2025 Q1	$5.82M	Sell	26,243 -166	-0.6%	-$39.6K	2.22%	8
2024 Q4	$6.55M	Buy	+26,409	New	+$6.5M	2.39%	8

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

Liberty Square Wealth Partners's VB Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.2% in Q2 2026, selling an estimated $182K and leaving 14,426 shares worth $4.37M. The position accounts for 1.04% of the portfolio, ranked #15.

Liberty Square Wealth Partners first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.55M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Liberty Square Wealth Partners held 14,426 shares of Vanguard Morningstar Small-Cap ETF worth $4.37M as of Q2 2026.
Liberty Square Wealth Partners sold 635 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $182K.
Vanguard Morningstar Small-Cap ETF made up 1.04% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #15 holding.
Liberty Square Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $6.55M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.