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Mill Creek Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Mill Creek Capital Advisors’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
Q1 		$6.04M Buy
23,056
+24
+0.1% +$6.5K 0.12% 49
2025
Q4 		$5.94M Buy
23,032
+53
+0.2% +$13.6K 0.12% 53
2025
Q3 		$5.84M Buy
22,979
+25
+0.1% +$6.2K 0.12% 53
2025
Q2 		$5.44M Hold
22,954
– – 0.12% 52
2025
Q1 		$5.09M Buy
22,954
+33
+0.1% +$7.88K 0.12% 49
2024
Q4 		$5.51M Buy
22,921
+49
+0.2% +$12.1K 0.13% 48
2024
Q3 		$5.43M Buy
22,872
+118
+0.5% +$26.8K 0.13% 49
2024
Q2 		$4.96M Sell
22,754
-83
-0.4% -$18.2K 0.13% 56
2024
Q1 		$5.22M Sell
22,837
-1,566
-6% -$337K 0.14% 52
2023
Q4 		$5.21M Buy
24,403
+2,064
+9% +$398K 0.15% 47
2023
Q3 		$4.22M Buy
22,339
+3,118
+16% +$621K 0.14% 48
2023
Q2 		$3.82M Buy
19,221
+150
+0.8% +$28.3K 0.12% 50
2023
Q1 		$3.62M Buy
19,071
+17,262
+954% +$3.35M 0.13% 46
2022
Q4 		$332K Buy
+1,809
New +$335K 0.01% 167

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Mill Creek Capital Advisors's VB Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.1% in Q1 2026, buying an estimated $6.5K and bringing the position to 23,056 shares worth $6.04M. The position accounts for 0.12% of the portfolio, ranked #49.

Mill Creek Capital Advisors first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 2,398 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Mill Creek Capital Advisors held 23,056 shares of Vanguard Morningstar Small-Cap ETF worth $6.04M as of Q1 2026.
  • Mill Creek Capital Advisors bought 24 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $6.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #49 holding.
  • Mill Creek Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.