Libra Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Libra Wealth’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	$1.15M	Hold	3,797	–	–	0.29%	30
2026 Q1	$995K	Sell	3,797 -96	-2%	-$26K	0.28%	28
2025 Q4	$1M	Hold	3,893	–	–	0.28%	29
2025 Q3	$990K	Buy	3,893 +49	+1%	+$12.2K	0.3%	29
2025 Q2	$911K	Buy	3,844 +154	+4%	+$34.4K	0.3%	28
2025 Q1	$818K	Sell	3,690 -97	-3%	-$23.2K	0.31%	26
2024 Q4	$910K	Hold	3,787	–	–	0.35%	26
2024 Q3	$898K	Hold	3,787	–	–	0.36%	26
2024 Q2	$826K	Sell	3,787 -1,614	-30%	-$354K	0.36%	24
2024 Q1	$1.23M	Buy	5,401 +1,309	+32%	+$282K	0.54%	22
2023 Q4	$873K	Sell	4,092 -1,555	-28%	-$300K	0.43%	21
2023 Q3	$1.09M	Buy	5,647 +1,555	+38%	+$310K	0.6%	20
2023 Q2	$814K	Sell	4,092 -104	-2%	-$19.7K	0.44%	22
2023 Q1	$795K	Hold	4,196	–	–	0.46%	22
2022 Q4	$770K	Sell	4,196 -129	-3%	-$23.9K	0.02%	26
2022 Q3	$739K	Buy	4,325 +2,853	+194%	+$539K	0.48%	23
2022 Q2	$259K	Buy	+1,472	New	+$284K	0.19%	35

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

Libra Wealth's VB Position: Q2 2026 in Review

Libra Wealth held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 3,797 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #30.

Libra Wealth first reported a position in VB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.23M in Q1 2024. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Libra Wealth held 3,797 shares of Vanguard Morningstar Small-Cap ETF worth $1.15M as of Q2 2026.
Libra Wealth left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.29% of Libra Wealth's portfolio in Q2 2026, its #30 holding.
Libra Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Libra Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $1.23M in Q1 2024.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.