Monetary Solutions’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Monetary Solutions’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	$331K	Buy	1,090 +272	+33%	+$78K	0.28%	43
2026 Q1	$214K	Sell	818 -27	-3%	-$7.31K	0.21%	52
2025 Q4	$218K	Buy	+845	New	+$216K	0.21%	51

Other funds holding VB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Monetary Solutions's VB Position: Q2 2026 in Review

Monetary Solutions increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 33% in Q2 2026, buying an estimated $78K and bringing the position to 1,090 shares worth $331K. The position accounts for 0.28% of the portfolio, ranked #43.

Monetary Solutions first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 2,180 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Monetary Solutions held 1,090 shares of Vanguard Morningstar Small-Cap ETF worth $331K as of Q2 2026.
Monetary Solutions bought 272 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $78K.
Vanguard Morningstar Small-Cap ETF made up 0.28% of Monetary Solutions's portfolio in Q2 2026, its #43 holding.
Monetary Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
2,180 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.