OWP
VB icon

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

Obermeyer 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
Q2 		$644K Sell
2,126
-142
-6% -$40.7K 0.03% 156
2026
Q1 		$594K Buy
2,268
+142
+7% +$38.4K 0.03% 159
2025
Q4 		$548K Sell
2,126
-181
-8% -$46.4K 0.03% 164
2025
Q3 		$587K Buy
2,307
+58
+3% +$14.4K 0.03% 147
2025
Q2 		$533K Buy
2,249
+350
+18% +$78.1K 0.03% 154
2025
Q1 		$421K Hold
1,899
– – 0.02% 165
2024
Q4 		$456K Sell
1,899
-757
-29% -$186K 0.02% 163
2024
Q3 		$630K Buy
2,656
+450
+20% +$102K 0.03% 133
2024
Q2 		$481K Sell
2,206
-531
-19% -$117K 0.03% 148
2024
Q1 		$626K Buy
2,737
+471
+21% +$101K 0.04% 122
2023
Q4 		$483K Sell
2,266
-531
-19% -$102K 0.03% 117
2023
Q3 		$529K Sell
2,797
-180
-6% -$35.9K 0.04% 108
2023
Q2 		$592K Hold
2,977
– – 0.04% 106
2023
Q1 		$564K Buy
2,977
+1,179
+66% +$229K 0.04% 104
2022
Q4 		$330K Buy
1,798
+336
+23% +$62.3K 0.03% 149
2022
Q3 		$250K Buy
+1,462
New +$276K 0.02% 174

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

Obermeyer Wealth Partners's VB Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.3% in Q2 2026, selling an estimated $40.7K and leaving 2,126 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #156.

Obermeyer Wealth Partners first reported a position in VB in Q3 2022 and has held it in 16 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Obermeyer Wealth Partners held 2,126 shares of Vanguard Morningstar Small-Cap ETF worth $644K as of Q2 2026.
  • Obermeyer Wealth Partners sold 142 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $40.7K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.