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NorthLanding Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

NorthLanding Financial 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
Q2 		$263K Sell
869
-8
-0.9% -$2.29K 0.18% 38
2026
Q1 		$230K Sell
877
-100
-10% -$27.1K 0.19% 37
2025
Q4 		$252K Sell
977
-107
-10% -$27.4K 0.2% 36
2025
Q3 		$276K Sell
1,084
-8
-0.7% -$1.98K 0.23% 33
2025
Q2 		$259K Sell
1,092
-3,358
-75% -$749K 0.23% 34
2025
Q1 		$987K Buy
4,450
+66
+2% +$15.8K 0.97% 17
2024
Q4 		$1.05M Buy
4,384
+90
+2% +$22.1K 1.06% 16
2024
Q3 		$1.02M Buy
4,294
+45
+1% +$10.2K 1.01% 16
2024
Q2 		$927K Sell
4,249
-134
-3% -$29.4K 0.98% 16
2024
Q1 		$1M Sell
4,383
-645
-13% -$139K 1.09% 16
2023
Q4 		$1.07M Sell
5,028
-103
-2% -$19.8K 1.27% 16
2023
Q3 		$970K Buy
5,131
+425
+9% +$84.7K 1.24% 16
2023
Q2 		$936K Sell
4,706
-6,808
-59% -$1.29M 1.22% 16
2023
Q1 		$2.18M Sell
11,514
-3,751
-25% -$727K 1.54% 15
2022
Q4 		$2.8M Sell
15,265
-861
-5% -$160K 2.01% 13
2022
Q3 		$2.76M Buy
+16,126
New +$3.04M 2.18% 12

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

NorthLanding Financial Partners's VB Position: Q2 2026 in Review

NorthLanding Financial Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.91% in Q2 2026, selling an estimated $2.29K and leaving 869 shares worth $263K. The position accounts for 0.18% of the portfolio, ranked #38.

NorthLanding Financial Partners first reported a position in VB in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.8M in Q4 2022. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • NorthLanding Financial Partners held 869 shares of Vanguard Morningstar Small-Cap ETF worth $263K as of Q2 2026.
  • NorthLanding Financial Partners sold 8 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.29K.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of NorthLanding Financial Partners's portfolio in Q2 2026, its #38 holding.
  • NorthLanding Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • NorthLanding Financial Partners's Vanguard Morningstar Small-Cap ETF position peaked at $2.8M in Q4 2022.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on NorthLanding Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.