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

&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	$55.3M	Buy	182,529 +21,112	+13%	+$6.05M	0.23%	83
2026 Q1	$42.4M	Buy	161,417 +13,179	+9%	+$3.57M	0.21%	97
2025 Q4	$38.3M	Buy	148,238 +29,561	+25%	+$7.57M	0.2%	104
2025 Q3	$30.2M	Buy	118,677 +17,121	+17%	+$4.25M	0.19%	106
2025 Q2	$24M	Buy	101,556 +21,255	+26%	+$4.74M	0.18%	119
2025 Q1	$17.8M	Buy	80,301 +33,764	+73%	+$8.06M	0.19%	118
2024 Q4	$11.3M	Buy	46,537 +14,816	+47%	+$3.65M	0.14%	148
2024 Q3	$7.51M	Buy	31,721 +7,934	+33%	+$1.8M	0.14%	150
2024 Q2	$5.19M	Buy	23,787 +18,861	+383%	+$4.14M	0.23%	101
2024 Q1	$1.09M	Buy	4,926 +1,193	+32%	+$257K	0.15%	142
2023 Q4	$738K	Buy	+3,733	New	+$719K	0.18%	128

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

&Partners's VB Position: Q2 2026 in Review

&Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 13% in Q2 2026, buying an estimated $6.05M and bringing the position to 182,529 shares worth $55.3M. The position accounts for 0.23% of the portfolio, ranked #83.

&Partners first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

&Partners held 182,529 shares of Vanguard Morningstar Small-Cap ETF worth $55.3M as of Q2 2026.
&Partners bought 21,112 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.05M.
Vanguard Morningstar Small-Cap ETF made up 0.23% of &Partners's portfolio in Q2 2026, its #83 holding.
&Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.