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LPWM LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

LPWM LLC’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 		$904K Buy
2,982
+459
+18% +$132K 0.2% 53
2026
Q1 		$661K Buy
2,523
+169
+7% +$45.7K 0.17% 59
2025
Q4 		$607K Buy
2,354
+284
+14% +$72.8K 0.15% 63
2025
Q3 		$526K Buy
2,070
+80
+4% +$19.8K 0.14% 58
2025
Q2 		$472K Sell
1,990
-76
-4% -$17K 0.14% 58
2025
Q1 		$458K Sell
2,066
-34
-2% -$8.12K 0.15% 57
2024
Q4 		$505K Hold
2,100
– – 0.16% 55
2024
Q3 		$491K Hold
2,100
– – 0.16% 53
2024
Q2 		$456K Hold
2,100
– – 0.16% 54
2024
Q1 		$463K Buy
2,100
+60
+3% +$12.9K 0.17% 50
2023
Q4 		$422K Sell
2,040
-36
-2% -$6.94K 0.17% 48
2023
Q3 		$387K Hold
2,076
– – 0.17% 45
2023
Q2 		$414K Sell
2,076
-60
-3% -$11.3K 0.18% 44
2023
Q1 		$405K Buy
2,136
+392
+22% +$76K 0.19% 45
2022
Q4 		$332K Sell
1,744
-68
-4% -$12.6K 0.18% 47
2022
Q3 		$310K Hold
1,812
– – 0.18% 47
2022
Q2 		$329K Hold
1,812
– – 0.18% 45
2022
Q1 		$376K Sell
1,812
-30
-2% -$6.32K 0.19% 45
2021
Q4 		$416K Hold
1,842
– – 0.22% 40
2021
Q3 		$409K Sell
1,842
-10
-0.5% -$2.22K 0.24% 40
2021
Q2 		$416K Buy
1,852
+35
+2% +$7.76K 0.25% 39
2021
Q1 		$395K Buy
1,817
+44
+2% +$9.27K 0.27% 39
2020
Q4 		$345K Buy
1,773
+4
+0.2% +$706 0.26% 43
2020
Q3 		$276K Buy
1,769
+3
+0.2% +$461 0.22% 43
2020
Q2 		$257K Buy
+1,766
New +$237K 0.23% 44

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 22.9% 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

LPWM LLC's VB Position: Q2 2026 in Review

LPWM LLC increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 18% in Q2 2026, buying an estimated $132K and bringing the position to 2,982 shares worth $904K. The position accounts for 0.2% of the portfolio, ranked #53.

LPWM LLC first reported a position in VB in Q2 2020 and has held it in 25 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • LPWM LLC held 2,982 shares of Vanguard Morningstar Small-Cap ETF worth $904K as of Q2 2026.
  • LPWM LLC bought 459 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $132K.
  • Vanguard Morningstar Small-Cap ETF made up 0.2% of LPWM LLC's portfolio in Q2 2026, its #53 holding.
  • LPWM LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.