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

Peachtree Investment 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	$29.9K	Buy	99 +2	+2%	+$573	0.01%	122
2026 Q1	$11.8K	Buy	97 +2	+2%	+$541	﹤0.01%	118
2025 Q4	$24.5K	Buy	95 +3	+3%	+$769	0.01%	109
2025 Q3	$23.5K	Buy	92 +2	+2%	+$496	0.01%	111
2025 Q2	$21.4K	Buy	90 +2	+2%	+$446	0.01%	109
2025 Q1	$19.6K	Buy	88 +2	+2%	+$478	0.01%	104
2024 Q4	$20.7K	Buy	86 +2	+2%	+$492	0.01%	92
2024 Q3	$19.9K	Buy	84 +2	+2%	+$454	0.01%	98
2024 Q2	$17.8K	Buy	82 +2	+3%	+$439	0.01%	87
2024 Q1	$18.3K	Buy	80 +1	+1%	+$215	0.01%	87
2023 Q4	$16.8K	Buy	79 +3	+4%	+$578	0.01%	95
2023 Q3	$13.7K	Buy	76 +3	+4%	+$598	0.01%	93
2023 Q2	$15.3K	Buy	73 +3	+4%	+$567	0.01%	99
2023 Q1	$13.2K	Buy	70 +2	+3%	+$388	0.01%	88
2022 Q4	$13.4K	Buy	+68	New	+$12.6K	0.01%	90

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 22.9% 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

Peachtree Investment Partners's VB Position: Q2 2026 in Review

Peachtree Investment Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.1% in Q2 2026, buying an estimated $573 and bringing the position to 99 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #122.

Peachtree Investment Partners first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Peachtree Investment Partners held 99 shares of Vanguard Morningstar Small-Cap ETF worth $29.9K as of Q2 2026.
Peachtree Investment Partners bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Peachtree Investment Partners's portfolio in Q2 2026, its #122 holding.
Peachtree Investment Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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