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

McDonald Partners’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 		$423K Buy
1,397
+27
+2% +$7.74K 0.1% 165
2026
Q1 		$359K Buy
1,370
+326
+31% +$88.2K 0.08% 164
2025
Q4 		$269K Sell
1,044
-196
-16% -$50.2K 0.08% 183
2025
Q3 		$315K Sell
1,240
-212
-15% -$52.6K 0.09% 185
2025
Q2 		$344K Buy
+1,452
New +$324K 0.08% 203
2022
Q3 		– Sell
-2,064
Closed -$363K – 279
2022
Q2 		$363K Sell
2,064
-301
-13% -$58.1K 0.09% 212
2022
Q1 		$503K Buy
2,365
+2,099
+789% +$442K 0.11% 196
2021
Q4 		$60K Sell
266
-2,391
-90% -$543K 0.06% 105
2021
Q3 		$581K Buy
2,657
+2
+0.1% +$445 0.14% 175
2021
Q2 		$598K Sell
2,655
-36
-1% -$7.98K 0.14% 167
2021
Q1 		$576K Sell
2,691
-168
-6% -$35.4K 0.15% 160
2020
Q4 		$557K Buy
+2,859
New +$504K 0.16% 155

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

McDonald Partners's VB Position: Q2 2026 in Review

McDonald Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2% in Q2 2026, buying an estimated $7.74K and bringing the position to 1,397 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #165.

McDonald Partners first reported a position in VB in Q4 2020 and has held it in 12 quarters since. The position peaked at $598K in Q2 2021. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • McDonald Partners held 1,397 shares of Vanguard Morningstar Small-Cap ETF worth $423K as of Q2 2026.
  • McDonald Partners bought 27 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $7.74K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of McDonald Partners's portfolio in Q2 2026, its #165 holding.
  • McDonald Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 12 quarters since.
  • McDonald Partners's Vanguard Morningstar Small-Cap ETF position peaked at $598K in Q2 2021.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.