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

Sagespring 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	$6.98M	Buy	23,031 +14,879	+183%	+$4.26M	0.11%	108
2026 Q1	$2.14M	Buy	8,152 +1,014	+14%	+$274K	0.04%	191
2025 Q4	$1.84M	Buy	7,138 +157	+2%	+$40.2K	0.03%	197
2025 Q3	$1.78M	Buy	6,981 +287	+4%	+$71.2K	0.03%	201
2025 Q2	$1.59M	Sell	6,694 -2,420	-27%	-$540K	0.03%	203
2025 Q1	$2.02M	Sell	9,114 -62	-0.7%	-$14.8K	0.05%	153
2024 Q4	$2.2M	Buy	+9,176	New	+$2.26M	0.06%	136

Other funds holding VB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 183% in Q2 2026, buying an estimated $4.26M and bringing the position to 23,031 shares worth $6.98M. The position accounts for 0.11% of the portfolio, ranked #108.

Sagespring Wealth Partners first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 1,881 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sagespring Wealth Partners held 23,031 shares of Vanguard Morningstar Small-Cap ETF worth $6.98M as of Q2 2026.
Sagespring Wealth Partners bought 14,879 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.26M.
Vanguard Morningstar Small-Cap ETF made up 0.11% of Sagespring Wealth Partners's portfolio in Q2 2026, its #108 holding.
Sagespring Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,881 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.