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

Perfromance Wealth 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 		$18.9M Buy
62,311
+8,852
+17% +$2.54M 0.47% 19
2026
Q1 		$14M Buy
53,459
+43,102
+416% +$11.7M 0.41% 22
2025
Q4 		$2.67M Sell
10,357
-326
-3% -$83.5K 0.07% 46
2025
Q3 		$2.72M Sell
10,683
-571
-5% -$142K 0.08% 43
2025
Q2 		$2.67M Buy
11,254
+458
+4% +$102K 0.09% 42
2025
Q1 		$2.39M Buy
10,796
+758
+8% +$181K 0.09% 41
2024
Q4 		$2.41M Buy
10,038
+596
+6% +$147K 0.08% 43
2024
Q3 		$2.24M Buy
9,442
+902
+11% +$205K 0.08% 43
2024
Q2 		$1.86M Sell
8,540
-16,980
-67% -$3.73M 0.07% 43
2024
Q1 		$5.83M Sell
25,520
-14,396
-36% -$3.1M 0.24% 31
2023
Q4 		$8.52M Sell
39,916
-1,038
-3% -$200K 0.37% 23
2023
Q3 		$7.74M Buy
40,954
+7,207
+21% +$1.44M 0.38% 26
2023
Q2 		$6.67M Buy
33,747
+6,861
+26% +$1.3M 0.31% 27
2023
Q1 		$5.1M Buy
26,886
+19,017
+242% +$3.69M 0.26% 32
2022
Q4 		$1.44M Buy
+7,869
New +$1.46M 0.09% 61

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 22.96% 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

Perfromance Wealth Partners's VB Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q2 2026, buying an estimated $2.54M and bringing the position to 62,311 shares worth $18.9M. The position accounts for 0.47% of the portfolio, ranked #19.

Perfromance Wealth Partners first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Perfromance Wealth Partners held 62,311 shares of Vanguard Morningstar Small-Cap ETF worth $18.9M as of Q2 2026.
  • Perfromance Wealth Partners bought 8,852 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.54M.
  • Vanguard Morningstar Small-Cap ETF made up 0.47% of Perfromance Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Perfromance Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.