New Republic Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

New Republic Capital’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	$389K	Buy	1,282 +3	+0.2%	+$860	0.09%	173
2026 Q1	$335K	Buy	1,279 +4	+0.3%	+$1.08K	0.11%	166
2025 Q4	$329K	Buy	1,275 +1,001	+365%	+$256K	0.09%	206
2025 Q3	$69.9K	Hold	274	–	–	0.02%	224
2025 Q2	$65.1K	Hold	274	–	–	0.02%	208
2025 Q1	$60.8K	Sell	274 -732	-73%	-$175K	0.03%	199
2024 Q4	$242K	Sell	1,006 -5,742	-85%	-$1.41M	0.16%	137
2024 Q3	$1.61M	Buy	6,748 +823	+14%	+$187K	0.92%	28
2024 Q2	$1.3M	Buy	5,925 +69	+1%	+$15.2K	0.65%	34
2024 Q1	$1.34M	Hold	5,856	–	–	0.85%	29
2023 Q4	$1.25M	Hold	5,856	–	–	0.89%	24
2023 Q3	$1.11M	Buy	5,856 +30	+0.5%	+$5.98K	0.9%	24
2023 Q2	$1.16M	Hold	5,826	–	–	0.8%	22
2023 Q1	$1.1M	Buy	5,826 +18	+0.3%	+$3.49K	0.83%	22
2022 Q4	$1.07M	Buy	+5,808	New	+$1.08M	0.84%	25

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

New Republic Capital's VB Position: Q2 2026 in Review

New Republic Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.23% in Q2 2026, buying an estimated $860 and bringing the position to 1,282 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #173.

New Republic Capital first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q3 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

New Republic Capital held 1,282 shares of Vanguard Morningstar Small-Cap ETF worth $389K as of Q2 2026.
New Republic Capital bought 3 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $860.
Vanguard Morningstar Small-Cap ETF made up 0.09% of New Republic Capital's portfolio in Q2 2026, its #173 holding.
New Republic Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
New Republic Capital's Vanguard Morningstar Small-Cap ETF position peaked at $1.61M in Q3 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.