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Moller Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Moller Wealth 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 		$40.1M Sell
132,140
-4,037
-3% -$1.16M 7.25% 4
2026
Q1 		$35.7M Buy
136,177
+3,694
+3% +$1,000K 7.04% 4
2025
Q4 		$34.2M Sell
132,483
-286
-0.2% -$73.3K 7.16% 4
2025
Q3 		$33.8M Sell
132,769
-2,574
-2% -$638K 7.04% 4
2025
Q2 		$32.1M Buy
135,343
+19,400
+17% +$4.33M 7.08% 4
2025
Q1 		$25.7M Buy
115,943
+9,152
+9% +$2.19M 6.36% 4
2024
Q4 		$25.7M Sell
106,791
-6,610
-6% -$1.63M 6.75% 4
2024
Q3 		$26.9M Sell
113,401
-1,811
-2% -$412K 6.72% 4
2024
Q2 		$25.1M Buy
115,212
+318
+0.3% +$69.8K 6.7% 4
2024
Q1 		$26.3M Sell
114,894
-482
-0.4% -$104K 7.11% 4
2023
Q4 		$24.6M Buy
115,376
+3,319
+3% +$639K 6.94% 4
2023
Q3 		$21.2M Sell
112,057
-338
-0.3% -$67.3K 6.73% 4
2023
Q2 		$22.4M Buy
112,395
+1,694
+2% +$320K 6.83% 4
2023
Q1 		$21M Buy
110,701
+2,175
+2% +$422K 6.47% 4
2022
Q4 		$19.9M Buy
108,526
+4,602
+4% +$853K 6.4% 4
2022
Q3 		$17.8M Buy
103,924
+660
+0.6% +$125K 6.4% 6
2022
Q2 		$18.2M Buy
103,264
+4,662
+5% +$900K 6.17% 5
2022
Q1 		$21M Buy
98,602
+3,747
+4% +$789K 6.52% 5
2021
Q4 		$21.4M Sell
94,855
-386
-0.4% -$87.7K 6.84% 5
2021
Q3 		$20.8M Buy
95,241
+1,212
+1% +$269K 6.88% 5
2021
Q2 		$21.2M Buy
94,029
+1,538
+2% +$341K 6.96% 5
2021
Q1 		$19.8M Sell
92,491
-62
-0.1% -$13.1K 6.9% 5
2020
Q4 		$18M Sell
92,553
-7,607
-8% -$1.34M 7.45% 3
2020
Q3 		$15.4M Sell
100,160
-8,976
-8% -$1.38M 6.9% 3
2020
Q2 		$15.9M Sell
109,136
-27,125
-20% -$3.64M 6.95% 3
2020
Q1 		$15.7M Buy
136,261
+17,152
+14% +$2.58M 8.14% 3
2019
Q4 		$19.7M Buy
119,109
+4,865
+4% +$775K 8.73% 3
2019
Q3 		$17.6M Buy
114,244
+10,770
+10% +$1.67M 8.5% 2
2019
Q2 		$16.2M Buy
103,474
+10,854
+12% +$1.68M 8.31% 3
2019
Q1 		$14.2M Sell
92,620
-255
-0.3% -$37.9K 6.34% 5
2018
Q4 		$13M Sell
92,875
-144,843
-61% -$21.1M 8.49% 4
2018
Q3 		$38.6M Sell
237,718
-11,286
-5% -$1.83M 16.92% 1
2018
Q2 		$38.8M Buy
249,004
+106,484
+75% +$16.3M 15.05% 1
2018
Q1 		$20.9M Sell
142,520
-113,639
-44% -$17M 9.08% 2
2017
Q4 		$37.9M Buy
256,159
+118,183
+86% +$17.1M 14.41% 1
2017
Q3 		$19.5M Buy
137,976
+891
+0.6% +$121K 7.46% 7
2017
Q2 		$18.6M Sell
137,085
-108,135
-44% -$14.5M 7.82% 6
2017
Q1 		$32.7M Sell
245,220
-1,671
-0.7% -$221K 14.3% 1
2016
Q4 		$31.8M Sell
246,891
-14,380
-6% -$1.78M 15.72% 1
2016
Q3 		$31.9M Buy
261,271
+117,735
+82% +$14.2M 14.68% 1
2016
Q2 		$16.6M Buy
143,536
+52,864
+58% +$6M 8.13% 3
2016
Q1 		$10.1M Buy
90,672
+562
+0.6% +$58.2K 5.93% 7
2015
Q4 		$9.97M Buy
90,110
+2,086
+2% +$236K 5.5% 7
2015
Q3 		$9.5M Sell
88,024
-176,695
-67% -$20.7M 8.8% 3
2015
Q2 		$32.2M Buy
264,719
+10,767
+4% +$1.32M 14.6% 1
2015
Q1 		$31.1M Buy
253,952
+1,317
+0.5% +$156K 14.37% 2
2014
Q4 		$29.5M Buy
252,635
+11,061
+5% +$1.26M 14.58% 2
2014
Q3 		$26.7M Buy
241,574
+117,578
+95% +$13.5M 12.6% 2
2014
Q2 		$14.5M Sell
123,996
-29,003
-19% -$3.25M 6.6% 7
2014
Q1 		$17.3M Buy
152,999
+12,397
+9% +$1.37M 8.82% 2
2013
Q4 		$15.5M Buy
140,602
+6,439
+5% +$685K 8.3% 2
2013
Q3 		$13.8M Buy
134,163
+5,222
+4% +$521K 8.64% 3
2013
Q2 		$12.1M Buy
+128,941
New +$11.9M 8.82% 4

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Moller Wealth Partners's VB Position: Q2 2026 in Review

Moller Wealth Partners reduced its Vanguard Small-Cap ETF (VB) stake by 3% in Q2 2026, selling an estimated $1.16M and leaving 132,140 shares worth $40.1M. The position accounts for 7.25% of the portfolio, ranked #4.

Moller Wealth Partners first reported a position in VB in Q2 2013 and has held it in 53 quarters since. 544 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Moller Wealth Partners held 132,140 shares of Vanguard Small-Cap ETF worth $40.1M as of Q2 2026.
  • Moller Wealth Partners sold 4,037 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $1.16M.
  • Vanguard Small-Cap ETF made up 7.25% of Moller Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Moller Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 544 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.