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Newton One Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Newton One Investments’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 		$6.38M Buy
21,042
+37
+0.2% +$10.6K 1.61% 16
2026
Q1 		$5.5M Sell
21,005
-5
-0% -$1.35K 1.49% 16
2025
Q4 		$5.42M Buy
21,010
+324
+2% +$83K 1.6% 14
2025
Q3 		$5.26M Sell
20,686
-25
-0.1% -$6.2K 1.56% 14
2025
Q2 		$4.91M Sell
20,711
-237
-1% -$52.9K 1.54% 14
2025
Q1 		$4.65M Buy
20,948
+69
+0.3% +$16.5K 1.66% 14
2024
Q4 		$5.02M Sell
20,879
-71
-0.3% -$17.5K 1.93% 13
2024
Q3 		$4.97M Sell
20,950
-34
-0.2% -$7.73K 1.99% 13
2024
Q2 		$4.58M Buy
20,984
+17
+0.1% +$3.73K 1.97% 14
2024
Q1 		$4.79M Sell
20,967
-249
-1% -$53.6K 2.11% 14
2023
Q4 		$4.53M Buy
21,216
+315
+2% +$60.7K 2.08% 14
2023
Q3 		$3.95M Buy
20,901
+2,028
+11% +$404K 2.35% 13
2023
Q2 		$3.75M Buy
18,873
+243
+1% +$45.9K 2.15% 14
2023
Q1 		$3.53M Sell
18,630
-747
-4% -$145K 2.12% 14
2022
Q4 		$3.56M Sell
19,377
-73
-0.4% -$13.5K 2.29% 14
2022
Q3 		$3.32M Sell
19,450
-32
-0.2% -$6.04K 2.37% 13
2022
Q2 		$3.43M Buy
19,482
+52
+0.3% +$10K 2.55% 13
2022
Q1 		$4.13M Buy
19,430
+534
+3% +$112K 3.01% 11
2021
Q4 		$4.27M Buy
18,896
+329
+2% +$74.8K 3.02% 11
2021
Q3 		$4.06M Buy
18,567
+185
+1% +$41.1K 3.03% 11
2021
Q2 		$4.14M Sell
18,382
-699
-4% -$155K 3.29% 11
2021
Q1 		$4.08M Sell
19,081
-48
-0.3% -$10.1K 3.63% 10
2020
Q4 		$3.72M Buy
+19,129
New +$3.37M 3.66% 9

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Newton One Investments's VB Position: Q2 2026 in Review

Newton One Investments increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.18% in Q2 2026, buying an estimated $10.6K and bringing the position to 21,042 shares worth $6.38M. The position accounts for 1.61% of the portfolio, ranked #16.

Newton One Investments first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Newton One Investments held 21,042 shares of Vanguard Morningstar Small-Cap ETF worth $6.38M as of Q2 2026.
  • Newton One Investments bought 37 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Small-Cap ETF made up 1.61% of Newton One Investments's portfolio in Q2 2026, its #16 holding.
  • Newton One Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.