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Parkside Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Parkside Advisors’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
2025
Q2 		$11.6M Buy
48,795
+6,654
+16% +$1.48M 2.55% 11
2025
Q1 		$9.34M Buy
42,141
+159
+0.4% +$38K 2.25% 13
2024
Q4 		$10.1M Buy
41,982
+40
+0.1% +$9.84K 2.38% 11
2024
Q3 		$9.98M Sell
41,942
-168
-0.4% -$38.2K 2.37% 11
2024
Q2 		$9.22M Sell
42,110
-240
-0.6% -$52.7K 2.35% 11
2024
Q1 		$9.68M Buy
42,350
+2,003
+5% +$431K 2.49% 11
2023
Q4 		$8.61M Sell
40,347
-383
-0.9% -$73.8K 2.38% 12
2023
Q3 		$7.7M Sell
40,730
-529
-1% -$105K 2.39% 13
2023
Q2 		$8.21M Sell
41,259
-390
-0.9% -$73.7K 2.54% 11
2023
Q1 		$7.9M Sell
41,649
-513
-1% -$99.5K 2.61% 10
2022
Q4 		$7.74M Buy
42,162
+1,794
+4% +$333K 2.71% 11
2022
Q3 		$6.9M Buy
40,368
+727
+2% +$137K 2.63% 13
2022
Q2 		$6.98M Buy
39,641
+19,262
+95% +$3.72M 2.52% 13
2022
Q1 		$4.33M Sell
20,379
-724
-3% -$152K 1.37% 17
2021
Q4 		$4.77M Buy
21,103
+776
+4% +$176K 1.45% 18
2021
Q3 		$4.45M Sell
20,327
-34
-0.2% -$7.56K 1.39% 17
2021
Q2 		$4.59M Sell
20,361
-1,202
-6% -$266K 1.46% 16
2021
Q1 		$4.62M Buy
21,563
+825
+4% +$174K 1.59% 15
2020
Q4 		$4.04M Buy
20,738
+285
+1% +$50.3K 1.51% 16
2020
Q3 		$3.15M Sell
20,453
-1,093
-5% -$168K 1.38% 17
2020
Q2 		$3.14M Buy
21,546
+3,306
+18% +$444K 1.46% 15
2020
Q1 		$2.11M Buy
18,240
+16,808
+1,174% +$2.53M 1.14% 18
2019
Q4 		$237K Sell
1,432
-89
-6% -$14.2K 0.11% 59
2019
Q3 		$234K Sell
1,521
-130
-8% -$20.2K 0.12% 53
2019
Q2 		$259K Sell
1,651
-105
-6% -$16.2K 0.14% 49
2019
Q1 		$269K Sell
1,756
-70
-4% -$10.4K 0.15% 46
2018
Q4 		$241K Buy
+1,826
New +$266K 0.15% 50

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Parkside Advisors's VB Position: Q2 2025 in Review

Parkside Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q2 2025, buying an estimated $1.48M and bringing the position to 48,795 shares worth $11.6M. The position accounts for 2.55% of the portfolio, ranked #11.

Parkside Advisors first reported a position in VB in Q4 2018 and has held it in 27 quarters since. 2,168 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Parkside Advisors held 48,795 shares of Vanguard Morningstar Small-Cap ETF worth $11.6M as of Q2 2025.
  • Parkside Advisors bought 6,654 Vanguard Morningstar Small-Cap ETF shares in Q2 2025, an estimated $1.48M.
  • Vanguard Morningstar Small-Cap ETF made up 2.55% of Parkside Advisors's portfolio in Q2 2025, its #11 holding.
  • Parkside Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.