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

MASECO Private 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 		$316K Buy
1,043
+56
+6% +$16K 0.01% 101
2026
Q1 		$258K Hold
987
– – 0.01% 98
2025
Q4 		$255K Buy
+987
New +$253K 0.01% 83
2025
Q3 		– Sell
-3,294
Closed -$781K – 497
2025
Q2 		$781K Buy
+3,294
New +$735K 0.03% 62

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

MASECO Private Wealth's VB Position: Q2 2026 in Review

MASECO Private Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.7% in Q2 2026, buying an estimated $16K and bringing the position to 1,043 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #101.

MASECO Private Wealth first reported a position in VB in Q2 2025 and has held it in 4 quarters since. The position peaked at $781K in Q2 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • MASECO Private Wealth held 1,043 shares of Vanguard Morningstar Small-Cap ETF worth $316K as of Q2 2026.
  • MASECO Private Wealth bought 56 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #101 holding.
  • MASECO Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $781K in Q2 2025.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.