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

MATAURO’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 		$223K Buy
+734
New +$210K 0.03% 143
2026
Q1 		– Sell
-796
Closed -$205K – 164
2025
Q4 		$205K Buy
+796
New +$204K 0.03% 137

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

MATAURO's VB Position: Q2 2026 in Review

MATAURO opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 734 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: MATAURO previously reported a position in VB as recently as Q4 2025.

MATAURO first reported a position in VB in Q4 2025 and has held it in 2 quarters since. 1,564 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • MATAURO held 734 shares of Vanguard Morningstar Small-Cap ETF worth $223K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new MATAURO position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of MATAURO's portfolio in Q2 2026, its #143 holding.
  • MATAURO first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,564 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MATAURO's 13F filing for Q2 2026, filed 21 Jul 2026.