Pacific Sage Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Pacific Sage 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	$513K	Buy	1,694 +146	+9%	+$41.8K	0.07%	68
2026 Q1	$405K	Sell	1,548 -81	-5%	-$21.9K	0.06%	75
2025 Q4	$420K	Hold	1,629	–	–	0.07%	78
2025 Q3	$414K	Hold	1,629	–	–	0.07%	72
2025 Q2	$386K	Hold	1,629	–	–	0.08%	73
2025 Q1	$361K	Hold	1,629	–	–	0.08%	73
2024 Q4	$391K	Hold	1,629	–	–	0.09%	65
2024 Q3	$386K	Sell	1,629 -186	-10%	-$42.3K	0.09%	69
2024 Q2	$396K	Hold	1,815	–	–	0.1%	65
2024 Q1	$415K	Buy	1,815 +220	+14%	+$47.3K	0.11%	61
2023 Q4	$340K	Hold	1,595	–	–	0.09%	69
2023 Q3	$302K	Hold	1,595	–	–	0.09%	68
2023 Q2	$317K	Hold	1,595	–	–	0.09%	67
2023 Q1	$302K	Hold	1,595	–	–	0.1%	64
2022 Q4	$293K	Buy	+1,595	New	+$296K	0.1%	61

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

Pacific Sage Partners's VB Position: Q2 2026 in Review

Pacific Sage Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.4% in Q2 2026, buying an estimated $41.8K and bringing the position to 1,694 shares worth $513K. The position accounts for 0.07% of the portfolio, ranked #68.

Pacific Sage Partners first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Pacific Sage Partners held 1,694 shares of Vanguard Morningstar Small-Cap ETF worth $513K as of Q2 2026.
Pacific Sage Partners bought 146 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $41.8K.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Pacific Sage Partners's portfolio in Q2 2026, its #68 holding.
Pacific Sage Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.