Patrick M. Sweeney & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Patrick M. Sweeney & Associates’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	$493K	Buy	1,626 +1	+0.1%	+$287	0.28%	90
2026 Q1	$426K	Sell	1,625 -18	-1%	-$4.87K	0.27%	89
2025 Q4	$424K	Sell	1,643 -3	-0.2%	-$769	0.27%	89
2025 Q3	$418K	Buy	1,646 +20	+1%	+$4.96K	0.27%	87
2025 Q2	$395K	Buy	1,626 +171	+12%	+$38.1K	0.27%	89
2025 Q1	$323K	Buy	1,455 +70	+5%	+$16.7K	0.24%	102
2024 Q4	$333K	Buy	1,385 +33	+2%	+$8.12K	0.25%	103
2024 Q3	$321K	Buy	1,352 +93	+7%	+$21.1K	0.24%	109
2024 Q2	$275K	Buy	+1,259	New	+$276K	0.22%	111

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

Patrick M. Sweeney & Associates's VB Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.06% in Q2 2026, buying an estimated $287 and bringing the position to 1,626 shares worth $493K. The position accounts for 0.28% of the portfolio, ranked #90.

Patrick M. Sweeney & Associates first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Patrick M. Sweeney & Associates held 1,626 shares of Vanguard Morningstar Small-Cap ETF worth $493K as of Q2 2026.
Patrick M. Sweeney & Associates bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
Vanguard Morningstar Small-Cap ETF made up 0.28% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #90 holding.
Patrick M. Sweeney & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.