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

Noble Family Wealth’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 		$27.4M Buy
90,379
+8,200
+10% +$2.35M 4.9% 6
2026
Q1 		$21.5M Buy
82,179
+3,259
+4% +$882K 4.44% 7
2025
Q4 		$20.4M Buy
78,920
+10,177
+15% +$2.61M 4.29% 10
2025
Q3 		$17.5M Buy
68,743
+6,682
+11% +$1.66M 3.85% 10
2025
Q2 		$14.7M Buy
62,061
+751
+1% +$168K 3.59% 11
2025
Q1 		$13.6M Buy
61,310
+5,344
+10% +$1.28M 3.74% 11
2024
Q4 		$13.4M Buy
55,966
+3,246
+6% +$799K 3.7% 10
2024
Q3 		$12.5M Buy
52,720
+4,276
+9% +$972K 3.36% 10
2024
Q2 		$10.6M Buy
48,444
+2,123
+5% +$466K 3.04% 13
2024
Q1 		$10.6M Buy
46,321
+10,278
+29% +$2.21M 3.02% 13
2023
Q4 		$7.69M Buy
36,043
+546
+2% +$105K 2.33% 15
2023
Q3 		$6.71M Buy
35,497
+2,498
+8% +$498K 2.26% 15
2023
Q2 		$6.56M Buy
32,999
+1,056
+3% +$200K 2.14% 15
2023
Q1 		$6.06M Buy
+31,943
New +$6.19M 2.07% 15

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Noble Family Wealth's VB Position: Q2 2026 in Review

Noble Family Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, buying an estimated $2.35M and bringing the position to 90,379 shares worth $27.4M. The position accounts for 4.9% of the portfolio, ranked #6.

Noble Family Wealth first reported a position in VB in Q1 2023 and has held it in 14 quarters since. 1,464 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Noble Family Wealth held 90,379 shares of Vanguard Morningstar Small-Cap ETF worth $27.4M as of Q2 2026.
  • Noble Family Wealth bought 8,200 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.35M.
  • Vanguard Morningstar Small-Cap ETF made up 4.9% of Noble Family Wealth's portfolio in Q2 2026, its #6 holding.
  • Noble Family Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.