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

McCarter Private Wealth Services’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	$2.33M	Sell	7,702 -1,027	-12%	-$294K	0.81%	39
2026 Q1	$2.29M	Buy	8,729 +787	+10%	+$213K	0.99%	28
2025 Q4	$2.05M	Buy	7,942 +2,475	+45%	+$634K	0.92%	32
2025 Q3	$1.39M	Buy	5,467 +1,309	+31%	+$325K	0.71%	39
2025 Q2	$985K	Buy	4,158 +2,103	+102%	+$469K	0.56%	41
2025 Q1	$456K	Buy	2,055 +55	+3%	+$13.1K	0.3%	63
2024 Q4	$481K	Buy	2,000 +110	+6%	+$27.1K	0.3%	60
2024 Q3	$448K	Buy	+1,890	New	+$429K	0.28%	62

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

McCarter Private Wealth Services's VB Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q2 2026, selling an estimated $294K and leaving 7,702 shares worth $2.33M. The position accounts for 0.81% of the portfolio, ranked #39.

McCarter Private Wealth Services first reported a position in VB in Q3 2024 and has held it in 8 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

McCarter Private Wealth Services held 7,702 shares of Vanguard Morningstar Small-Cap ETF worth $2.33M as of Q2 2026.
McCarter Private Wealth Services sold 1,027 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $294K.
Vanguard Morningstar Small-Cap ETF made up 0.81% of McCarter Private Wealth Services's portfolio in Q2 2026, its #39 holding.
McCarter Private Wealth Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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