Orcam Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Orcam Financial 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	$1.23M	Buy	+4,073	New	+$1.17M	0.6%	30

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Orcam Financial Group's VB Position: Q2 2026 in Review

Orcam Financial Group opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 4,073 shares worth $1.23M. The stake represents 0.6% of the portfolio and ranks #30 among its holdings.

2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Orcam Financial Group held 4,073 shares of Vanguard Morningstar Small-Cap ETF worth $1.23M as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Orcam Financial Group position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.6% of Orcam Financial Group's portfolio in Q2 2026, its #30 holding.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.