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Per Stirling Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Per Stirling Capital Management’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 		$546K Buy
1,802
+1
+0.1% +$287 0.05% 212
2026
Q1 		$472K Buy
1,801
+363
+25% +$98.2K 0.05% 203
2025
Q4 		$371K Sell
1,438
-209
-13% -$53.5K 0.04% 220
2025
Q3 		$419K Sell
1,647
-8
-0.5% -$1.98K 0.05% 198
2025
Q2 		$392K Sell
1,655
-33
-2% -$7.36K 0.05% 194
2025
Q1 		$374K Sell
1,688
-1
-0.1% -$239 0.05% 193
2024
Q4 		$406K Sell
1,689
-216
-11% -$53.1K 0.06% 186
2024
Q3 		$452K Buy
1,905
+28
+1% +$6.36K 0.06% 194
2024
Q2 		$409K Sell
1,877
-459
-20% -$101K 0.07% 183
2024
Q1 		$534K Sell
2,336
-178
-7% -$38.3K 0.09% 137
2023
Q4 		$536K Sell
2,514
-188
-7% -$36.2K 0.1% 125
2023
Q3 		$511K Sell
2,702
-72
-3% -$14.3K 0.11% 119
2023
Q2 		$552K Sell
2,774
-537
-16% -$101K 0.11% 110
2023
Q1 		$628K Sell
3,311
-3,860
-54% -$749K 0.14% 91
2022
Q4 		$1.32M Buy
+7,171
New +$1.33M 0.24% 62

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Per Stirling Capital Management's VB Position: Q2 2026 in Review

Per Stirling Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.06% in Q2 2026, buying an estimated $287 and bringing the position to 1,802 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #212.

Per Stirling Capital Management first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q4 2022. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Per Stirling Capital Management held 1,802 shares of Vanguard Morningstar Small-Cap ETF worth $546K as of Q2 2026.
  • Per Stirling Capital Management bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Per Stirling Capital Management's portfolio in Q2 2026, its #212 holding.
  • Per Stirling Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Per Stirling Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.32M in Q4 2022.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.