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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mission Creek Capital Partners's VB Position: Q1 2026 in Review

Mission Creek Capital Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8% in Q1 2026, buying an estimated $140K and bringing the position to 6,996 shares worth $1.83M. The position accounts for 0.37% of the portfolio, ranked #69.

Mission Creek Capital Partners first reported a position in VB in Q2 2024 and has held it in 8 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Mission Creek Capital Partners held 6,996 shares of Vanguard Morningstar Small-Cap ETF worth $1.83M as of Q1 2026.
Mission Creek Capital Partners bought 516 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $140K.
Vanguard Morningstar Small-Cap ETF made up 0.37% of Mission Creek Capital Partners's portfolio in Q1 2026, its #69 holding.
Mission Creek Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

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