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Proficio Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Proficio Capital 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 		$253K Hold
834
– – 0.01% 573
2026
Q1 		$218K Sell
834
-3,277
-80% -$887K 0.01% 232
2025
Q4 		$1.06M Buy
4,111
+54
+1% +$13.8K 0.07% 117
2025
Q3 		$1.03M Sell
4,057
-1,141
-22% -$283K 0.07% 97
2025
Q2 		$1.23M Sell
5,198
-439
-8% -$97.9K 0.08% 141
2025
Q1 		$1.25M Buy
5,637
+22
+0.4% +$5.25K 0.1% 110
2024
Q4 		$1.35M Buy
5,615
+138
+3% +$34K 0.11% 86
2024
Q3 		$1.3M Sell
5,477
-15
-0.3% -$3.41K 0.13% 83
2024
Q2 		$1.2M Hold
5,492
– – 0.13% 95
2024
Q1 		$1.26M Sell
5,492
-345
-6% -$74.2K 0.14% 92
2023
Q4 		$1.25M Sell
5,837
-104
-2% -$20K 0.15% 77
2023
Q3 		$1.12M Buy
5,941
+57
+1% +$11.4K 0.15% 79
2023
Q2 		$1.17M Buy
5,884
+4,574
+349% +$864K 0.16% 82
2023
Q1 		$248K Buy
+1,310
New +$254K 0.04% 244
2019
Q3 		– Sell
-3,355
Closed -$526K – 1470
2019
Q2 		$526K Hold
3,355
– – 0.18% 80
2019
Q1 		$513K Hold
3,355
– – 0.18% 77
2018
Q4 		$443K Buy
3,355
+1,955
+140% +$285K 0.2% 73
2018
Q3 		$228K Hold
1,400
– – 0.08% 118
2018
Q2 		$218K Sell
1,400
-140
-9% -$21.4K 0.09% 121
2018
Q1 		$226K Hold
1,540
– – 0.07% 117
2017
Q4 		$228K Hold
1,540
– – 0.07% 116
2017
Q3 		$218K Hold
1,540
– – 0.09% 148
2017
Q2 		$210K Buy
1,540
+100
+7% +$13.4K 0.09% 170
2017
Q1 		$193K Buy
+1,440
New +$191K 0.08% 173

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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

Proficio Capital Partners's VB Position: Q2 2026 in Review

Proficio Capital Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 834 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #573.

Proficio Capital Partners first reported a position in VB in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.35M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Proficio Capital Partners held 834 shares of Vanguard Morningstar Small-Cap ETF worth $253K as of Q2 2026.
  • Proficio Capital Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #573 holding.
  • Proficio Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 24 quarters since.
  • Proficio Capital Partners's Vanguard Morningstar Small-Cap ETF position peaked at $1.35M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.