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Onyx Bridge Wealth Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Onyx Bridge Wealth Group’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 		$2.78M Buy
9,166
+200
+2% +$57.3K 0.25% 81
2026
Q1 		$2.35M Sell
8,966
-1
-0% -$271 0.25% 86
2025
Q4 		$2.31M Sell
8,967
-121
-1% -$31K 0.25% 84
2025
Q3 		$2.31M Buy
9,088
+737
+9% +$183K 0.25% 79
2025
Q2 		$1.98M Sell
8,351
-209
-2% -$46.6K 0.26% 73
2025
Q1 		$1.9M Sell
8,560
-281
-3% -$67.1K 0.27% 68
2024
Q4 		$2.12M Buy
8,841
+80
+0.9% +$19.7K 0.31% 62
2024
Q3 		$2.08M Buy
8,761
+12
+0.1% +$2.73K 0.31% 61
2024
Q2 		$1.91M Sell
8,749
-47
-0.5% -$10.3K 0.31% 62
2024
Q1 		$1.9M Buy
8,796
+186
+2% +$40K 0.34% 60
2023
Q4 		$1.84M Sell
8,610
-447
-5% -$86.1K 0.37% 45
2023
Q3 		$1.71M Sell
9,057
-62
-0.7% -$12.4K 0.4% 47
2023
Q2 		$1.81M Sell
9,119
-710
-7% -$134K 0.43% 46
2023
Q1 		$1.86M Sell
9,829
-19,083
-66% -$3.7M 0.74% 28
2022
Q4 		$5.42M Sell
28,912
-23,529
-45% -$4.36M 2.2% 12
2022
Q3 		$9.1M Buy
52,441
+19,584
+60% +$3.7M 4.15% 7
2022
Q2 		$6.13M Sell
32,857
-9,473
-22% -$1.83M 2.73% 9
2022
Q1 		$8.34M Buy
42,330
+22,279
+111% +$4.69M 3.17% 8
2021
Q4 		$4.56M Buy
20,051
+2,778
+16% +$631K 1.54% 11
2021
Q3 		$3.92M Buy
17,273
+1,438
+9% +$320K 1.47% 11
2021
Q2 		$3.41M Sell
15,835
-73,080
-82% -$16.2M 1.47% 15
2021
Q1 		$19M Buy
88,915
+17,484
+24% +$3.68M 9.53% 3
2020
Q4 		$13.9M Buy
+71,431
New +$12.6M 9.11% 2

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

Onyx Bridge Wealth Group's VB Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.2% in Q2 2026, buying an estimated $57.3K and bringing the position to 9,166 shares worth $2.78M. The position accounts for 0.25% of the portfolio, ranked #81.

Onyx Bridge Wealth Group first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $19M in Q1 2021. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Onyx Bridge Wealth Group held 9,166 shares of Vanguard Morningstar Small-Cap ETF worth $2.78M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 200 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $57.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.25% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #81 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's Vanguard Morningstar Small-Cap ETF position peaked at $19M in Q1 2021.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.