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

Manuka Financial’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	$2.15M	Buy	7,105 +14	+0.2%	+$4.01K	1.12%	17
2026 Q1	$1.86M	Sell	7,091 -22	-0.3%	-$5.95K	1.15%	16
2025 Q4	$1.83M	Sell	7,113 -62	-0.9%	-$15.9K	1.14%	18
2025 Q3	$1.82M	Sell	7,175 -3,101	-30%	-$769K	1.13%	18
2025 Q2	$2.44M	Buy	10,276 +14	+0.1%	+$3.12K	1.33%	16
2025 Q1	$2.28M	Buy	10,262 +541	+6%	+$129K	1.47%	16
2024 Q4	$2.34M	Buy	+9,721	New	+$2.39M	1.58%	15

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Manuka Financial's VB Position: Q2 2026 in Review

Manuka Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.2% in Q2 2026, buying an estimated $4.01K and bringing the position to 7,105 shares worth $2.15M. The position accounts for 1.12% of the portfolio, ranked #17.

Manuka Financial first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q2 2025. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Manuka Financial held 7,105 shares of Vanguard Morningstar Small-Cap ETF worth $2.15M as of Q2 2026.
Manuka Financial bought 14 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.01K.
Vanguard Morningstar Small-Cap ETF made up 1.12% of Manuka Financial's portfolio in Q2 2026, its #17 holding.
Manuka Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Manuka Financial's Vanguard Morningstar Small-Cap ETF position peaked at $2.44M in Q2 2025.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Manuka Financial's 13F filing for Q2 2026, filed 31 Jul 2026.