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Relyea Zuckerberg Hanson’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Relyea Zuckerberg Hanson’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 		$541K Buy
1,784
+1
+0.1% +$287 0.05% 174
2026
Q1 		$467K Buy
1,783
+1
+0.1% +$271 0.05% 164
2025
Q4 		$460K Buy
1,782
+1
+0.1% +$256 0.05% 170
2025
Q3 		$453K Buy
1,781
+21
+1% +$5.21K 0.05% 173
2025
Q2 		$417K Sell
1,760
-26
-1% -$5.8K 0.05% 177
2025
Q1 		$396K Sell
1,786
-43
-2% -$10.3K 0.05% 177
2024
Q4 		$439K Buy
1,829
+18
+1% +$4.43K 0.06% 163
2024
Q3 		$430K Sell
1,811
-2
-0.1% -$454 0.07% 154
2024
Q2 		$395K Buy
1,813
+119
+7% +$26.1K 0.07% 148
2024
Q1 		$387K Buy
1,694
+4
+0.2% +$860 0.07% 148
2023
Q4 		$360K Buy
1,690
+298
+21% +$57.4K 0.07% 146
2023
Q3 		$263K Sell
1,392
-51
-4% -$10.2K 0.06% 161
2023
Q2 		$287K Sell
1,443
-23
-2% -$4.35K 0.06% 154
2023
Q1 		$278K Buy
1,466
+5
+0.3% +$970 0.07% 148
2022
Q4 		$268K Buy
+1,461
New +$271K 0.08% 141

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

Relyea Zuckerberg Hanson's VB Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.06% in Q2 2026, buying an estimated $287 and bringing the position to 1,784 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #174.

Relyea Zuckerberg Hanson 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.

  • Relyea Zuckerberg Hanson held 1,784 shares of Vanguard Morningstar Small-Cap ETF worth $541K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #174 holding.
  • Relyea Zuckerberg Hanson 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 Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.