Mission Creek Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Mission Creek Capital 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	$2.82M	Buy	9,300 +2,304	+33%	+$660K	0.5%	60
2026 Q1	$1.83M	Buy	6,996 +516	+8%	+$140K	0.37%	69
2025 Q4	$1.67M	Buy	6,480 +2,245	+53%	+$575K	0.34%	79
2025 Q3	$1.08M	Buy	4,235 +3,149	+290%	+$781K	0.21%	100
2025 Q2	$257K	Sell	1,086 -638	-37%	-$142K	0.06%	183
2025 Q1	$382K	Sell	1,724 -1,713	-50%	-$409K	0.09%	153
2024 Q4	$826K	Buy	3,437 +576	+20%	+$142K	0.18%	122
2024 Q3	$679K	Buy	2,861 +456	+19%	+$104K	0.16%	135
2024 Q2	$524K	Buy	+2,405	New	+$528K	0.13%	136

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

Mission Creek Capital Partners's VB Position: Q2 2026 in Review

Mission Creek Capital Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 33% in Q2 2026, buying an estimated $660K and bringing the position to 9,300 shares worth $2.82M. The position accounts for 0.5% of the portfolio, ranked #60.

Mission Creek Capital Partners first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 2,483 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Mission Creek Capital Partners held 9,300 shares of Vanguard Morningstar Small-Cap ETF worth $2.82M as of Q2 2026.
Mission Creek Capital Partners bought 2,304 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $660K.
Vanguard Morningstar Small-Cap ETF made up 0.5% of Mission Creek Capital Partners's portfolio in Q2 2026, its #60 holding.
Mission Creek Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Mission Creek Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.