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

MPWM Advisory 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	$809K	Sell	2,670 -87	-3%	-$24.9K	0.37%	46
2026 Q1	$722K	Sell	2,757 -250	-8%	-$67.7K	0.38%	47
2025 Q4	$776K	Buy	3,007 +550	+22%	+$141K	0.43%	42
2025 Q3	$625K	Sell	2,457 -45	-2%	-$11.2K	0.37%	42
2025 Q2	$593K	Buy	2,502 +58	+2%	+$12.9K	0.38%	41
2025 Q1	$542K	Hold	2,444	–	–	0.39%	34
2024 Q4	$587K	Buy	+2,444	New	+$601K	0.43%	34

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

MPWM Advisory Solutions's VB Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.2% in Q2 2026, selling an estimated $24.9K and leaving 2,670 shares worth $809K. The position accounts for 0.37% of the portfolio, ranked #46.

MPWM Advisory Solutions first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

MPWM Advisory Solutions held 2,670 shares of Vanguard Morningstar Small-Cap ETF worth $809K as of Q2 2026.
MPWM Advisory Solutions sold 87 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $24.9K.
Vanguard Morningstar Small-Cap ETF made up 0.37% of MPWM Advisory Solutions's portfolio in Q2 2026, its #46 holding.
MPWM Advisory Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.