Millstone Evans Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Millstone Evans Group’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	$322K	Sell	1,062 -562	-35%	-$161K	0.17%	97
2026 Q1	$425K	Buy	1,624 +118	+8%	+$31.9K	0.26%	76
2025 Q4	$388K	Buy	1,506 +1,389	+1,187%	+$356K	0.23%	82
2025 Q3	$29.8K	Sell	117 -400	-77%	-$99.2K	0.02%	407
2025 Q2	$123K	Hold	517	–	–	0.08%	175
2025 Q1	$115K	Hold	517	–	–	0.08%	178
2024 Q4	$124K	Buy	+517	New	+$127K	0.08%	163

Other funds holding VB

Morgan Stanley New York $1.89T AUM 35.08% 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 $80B AUM 26.12% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Millstone Evans Group's VB Position: Q2 2026 in Review

Millstone Evans Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 35% in Q2 2026, selling an estimated $161K and leaving 1,062 shares worth $322K. The position accounts for 0.17% of the portfolio, ranked #97.

Millstone Evans Group first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $425K in Q1 2026. 2,216 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Millstone Evans Group held 1,062 shares of Vanguard Morningstar Small-Cap ETF worth $322K as of Q2 2026.
Millstone Evans Group sold 562 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $161K.
Vanguard Morningstar Small-Cap ETF made up 0.17% of Millstone Evans Group's portfolio in Q2 2026, its #97 holding.
Millstone Evans Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Vanguard Morningstar Small-Cap ETF position peaked at $425K in Q1 2026.
2,216 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.