PTP
VB icon

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

Platform Technology 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 		$737K Buy
2,430
+92
+4% +$26.4K 0.12% 147
2026
Q1 		$612K Buy
2,338
+89
+4% +$24.1K 0.12% 149
2025
Q4 		$580K Buy
2,249
+15
+0.7% +$3.84K 0.12% 145
2025
Q3 		$568K Buy
2,234
+481
+27% +$119K 0.14% 139
2025
Q2 		$415K Buy
1,753
+55
+3% +$12.3K 0.11% 164
2025
Q1 		$376K Sell
1,698
-148
-8% -$35.3K 0.11% 158
2024
Q4 		$444K Buy
1,846
+31
+2% +$7.63K 0.13% 138
2024
Q3 		$431K Buy
1,815
+287
+19% +$65.2K 0.14% 137
2024
Q2 		$333K Buy
+1,528
New +$336K 0.11% 155
2023
Q4 		$319K Buy
1,475
+407
+38% +$78.4K 0.12% 153
2023
Q3 		$202K Sell
1,068
-24
-2% -$4.78K 0.09% 176
2023
Q2 		$221K Sell
1,092
-360
-25% -$68K 0.1% 170
2023
Q1 		$275K Sell
1,452
-50
-3% -$9.7K 0.14% 152
2022
Q4 		$276K Sell
1,502
-218
-13% -$40.4K 0.14% 144
2022
Q3 		$294K Buy
1,720
+103
+6% +$19.4K 0.17% 134
2022
Q2 		$285K Buy
1,617
+580
+56% +$112K 0.16% 139
2022
Q1 		$220K Buy
1,037
+107
+12% +$22.5K 0.11% 168
2021
Q4 		$210K Buy
+930
New +$211K 0.09% 188

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

Platform Technology Partners's VB Position: Q2 2026 in Review

Platform Technology Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.9% in Q2 2026, buying an estimated $26.4K and bringing the position to 2,430 shares worth $737K. The position accounts for 0.12% of the portfolio, ranked #147.

Platform Technology Partners first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Platform Technology Partners held 2,430 shares of Vanguard Morningstar Small-Cap ETF worth $737K as of Q2 2026.
  • Platform Technology Partners bought 92 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $26.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Platform Technology Partners's portfolio in Q2 2026, its #147 holding.
  • Platform Technology Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.