Mosaic Family Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Mosaic Family 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	$1.19M	Sell	3,940 -816	-17%	-$234K	0.08%	197
2026 Q1	$1.25M	Hold	4,756	–	–	0.13%	99
2025 Q4	$1.23M	Hold	4,756	–	–	0.13%	87
2025 Q3	$1.21M	Sell	4,756 -1,419	-23%	-$352K	0.14%	76
2025 Q2	$1.46M	Buy	6,175 +1,247	+25%	+$278K	0.19%	58
2025 Q1	$1.09M	Buy	4,928 +6	+0.1%	+$1.43K	0.16%	72
2024 Q4	$1.18M	Hold	4,922	–	–	0.17%	63
2024 Q3	$1.17M	Buy	4,922 +17	+0.3%	+$3.86K	0.17%	66
2024 Q2	$1.07M	Buy	4,905 +1,055	+27%	+$232K	0.17%	65
2024 Q1	$880K	Hold	3,850	–	–	0.14%	82
2023 Q4	$821K	Sell	3,850 -1,103	-22%	-$213K	0.14%	87
2023 Q3	$936K	Sell	4,953 -1,251	-20%	-$249K	0.19%	63
2023 Q2	$1.23M	Hold	6,204	–	–	0.24%	48
2023 Q1	$1.18M	Sell	6,204 -692	-10%	-$134K	0.25%	49
2022 Q4	$1.27M	Buy	+6,896	New	+$1.28M	0.36%	47

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 22.9% 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

Mosaic Family Wealth Partners's VB Position: Q2 2026 in Review

Mosaic Family Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q2 2026, selling an estimated $234K and leaving 3,940 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #197.

Mosaic Family Wealth Partners first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q2 2025. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Mosaic Family Wealth Partners held 3,940 shares of Vanguard Morningstar Small-Cap ETF worth $1.19M as of Q2 2026.
Mosaic Family Wealth Partners sold 816 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $234K.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #197 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Mosaic Family Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $1.46M in Q2 2025.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.