Sanctuary Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sanctuary Advisors’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	$71.8M	Buy	236,909 +71,299	+43%	+$20.4M	0.33%	56
2026 Q1	$43.4M	Buy	165,610 +704	+0.4%	+$191K	0.23%	81
2025 Q4	$42.5M	Buy	164,906 +17,745	+12%	+$4.55M	0.23%	78
2025 Q3	$37.4M	Buy	147,161 +8,403	+6%	+$2.08M	0.21%	89
2025 Q2	$32.9M	Buy	138,758 +5,987	+5%	+$1.34M	0.2%	102
2025 Q1	$29.4M	Buy	132,771 +11,915	+10%	+$2.85M	0.21%	102
2024 Q4	$30.5M	Buy	120,856 +987	+0.8%	+$243K	0.19%	112
2024 Q3	$30.9M	Buy	119,869 +27,704	+30%	+$6.3M	0.2%	108
2024 Q2	$20M	Buy	+92,165	New	+$20.2M	0.15%	143

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sanctuary Advisors's VB Position: Q2 2026 in Review

Sanctuary Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 43% in Q2 2026, buying an estimated $20.4M and bringing the position to 236,909 shares worth $71.8M. The position accounts for 0.33% of the portfolio, ranked #56.

Sanctuary Advisors first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sanctuary Advisors held 236,909 shares of Vanguard Morningstar Small-Cap ETF worth $71.8M as of Q2 2026.
Sanctuary Advisors bought 71,299 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $20.4M.
Vanguard Morningstar Small-Cap ETF made up 0.33% of Sanctuary Advisors's portfolio in Q2 2026, its #56 holding.
Sanctuary Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.