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

MYCIO 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
Q1 		$3.72M Buy
14,217
+27
+0.2% +$7.31K 0.74% 16
2025
Q4 		$3.66M Buy
14,190
+48
+0.3% +$12.3K 0.76% 14
2025
Q3 		$3.6M Buy
14,142
+24
+0.2% +$5.95K 0.83% 15
2025
Q2 		$3.35M Buy
14,118
+247
+2% +$55.1K 0.77% 17
2025
Q1 		$3.08M Buy
13,871
+28
+0.2% +$6.69K 0.73% 17
2024
Q4 		$3.33M Buy
13,843
+47
+0.3% +$11.6K 0.8% 16
2024
Q3 		$3.27M Buy
13,796
+26
+0.2% +$5.91K 0.75% 16
2024
Q2 		$3M Sell
13,770
-1,981
-13% -$435K 0.77% 16
2024
Q1 		$3.6M Buy
15,751
+21
+0.1% +$4.52K 0.91% 14
2023
Q4 		$3.36M Buy
15,730
+34
+0.2% +$6.55K 0.94% 14
2023
Q3 		$2.97M Buy
15,696
+3,685
+31% +$734K 0.89% 17
2023
Q2 		$2.39M Buy
12,011
+13
+0.1% +$2.46K 0.75% 16
2023
Q1 		$2.27M Buy
11,998
+13
+0.1% +$2.52K 0.8% 18
2022
Q4 		$2.2M Buy
11,985
+11,661
+3,599% +$2.16M 0.72% 19
2022
Q3 		$55K Hold
324
– – 0.02% 41
2022
Q2 		$57K Sell
324
-3,149
-91% -$608K 0.02% 39
2022
Q1 		$738K Buy
3,473
+3,149
+972% +$663K 0.23% 28
2021
Q4 		$73K Buy
+324
New +$73.6K 0.02% 42
2021
Q3 		– Sell
-324
Closed -$73K – 44
2021
Q2 		$73K Hold
324
– – 0.03% 40
2021
Q1 		$69K Hold
324
– – 0.03% 39
2020
Q4 		$63K Hold
324
– – 0.03% 33
2020
Q3 		$50K Hold
324
– – 0.03% 29
2020
Q2 		$47K Buy
+324
New +$43.5K 0.03% 30
2020
Q1 		– Sell
-36,026
Closed -$5.97M – 365
2019
Q4 		$5.97M Sell
36,026
-19,351
-35% -$3.08M 0.39% 38
2019
Q3 		$8.52M Buy
55,377
+930
+2% +$144K 0.63% 26
2019
Q2 		$8.53M Buy
54,447
+758
+1% +$117K 0.67% 25
2019
Q1 		$8.2M Buy
53,689
+85
+0.2% +$12.6K 0.68% 23
2018
Q4 		$7.08M Buy
53,604
+46,729
+680% +$6.8M 0.66% 25
2018
Q3 		$1.12M Buy
6,875
+119
+2% +$19.3K 0.11% 85
2018
Q2 		$1.05M Sell
6,756
-713
-10% -$109K 0.11% 87
2018
Q1 		$1.1M Sell
7,469
-246
-3% -$36.7K 0.12% 71
2017
Q4 		$1.14M Buy
7,715
+239
+3% +$34.6K 0.12% 71
2017
Q3 		$1.06M Sell
7,476
-11
-0.1% -$1.5K 0.12% 79
2017
Q2 		$1.01M Sell
7,487
-1,298
-15% -$174K 0.12% 80
2017
Q1 		$1.17M Buy
8,785
+1,474
+20% +$195K 0.14% 69
2016
Q4 		$943K Buy
7,311
+1,955
+37% +$243K 0.13% 75
2016
Q3 		$654K Buy
5,356
+380
+8% +$46K 0.11% 88
2016
Q2 		$576K Buy
4,976
+1,423
+40% +$162K 0.1% 90
2016
Q1 		$396K Buy
3,553
+3,497
+6,245% +$362K 0.07% 112
2015
Q4 		$6K Sell
56
-34
-38% -$3.85K ﹤0.01% 591
2015
Q3 		$10K Buy
+90
New +$10.5K ﹤0.01% 554

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MYCIO Wealth Partners's VB Position: Q1 2026 in Review

MYCIO Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.19% in Q1 2026, buying an estimated $7.31K and bringing the position to 14,217 shares worth $3.72M. The position accounts for 0.74% of the portfolio, ranked #16.

MYCIO Wealth Partners first reported a position in VB in Q3 2015 and has held it in 41 quarters since. The position peaked at $8.53M in Q2 2019. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • MYCIO Wealth Partners held 14,217 shares of Vanguard Morningstar Small-Cap ETF worth $3.72M as of Q1 2026.
  • MYCIO Wealth Partners bought 27 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $7.31K.
  • Vanguard Morningstar Small-Cap ETF made up 0.74% of MYCIO Wealth Partners's portfolio in Q1 2026, its #16 holding.
  • MYCIO Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2015 and has held it in 41 quarters since.
  • MYCIO Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $8.53M in Q2 2019.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.