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

Sandhill 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 Q1	$655K	Sell	2,502 -110	-4%	-$29.8K	0.06%	68
2025 Q4	$674K	Hold	2,612	–	–	0.05%	65
2025 Q3	$664K	Hold	2,612	–	–	0.05%	66
2025 Q2	$619K	Sell	2,612 -31	-1%	-$6.92K	0.04%	62
2025 Q1	$586K	Buy	+2,643	New	+$631K	0.05%	61

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sandhill Capital Partners's VB Position: Q1 2026 in Review

Sandhill Capital Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.2% in Q1 2026, selling an estimated $29.8K and leaving 2,502 shares worth $655K. The position accounts for 0.06% of the portfolio, ranked #68.

Sandhill Capital Partners first reported a position in VB in Q1 2025 and has held it in 5 quarters since. The position peaked at $674K in Q4 2025. 2,390 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Sandhill Capital Partners held 2,502 shares of Vanguard Morningstar Small-Cap ETF worth $655K as of Q1 2026.
Sandhill Capital Partners sold 110 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $29.8K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Sandhill Capital Partners's portfolio in Q1 2026, its #68 holding.
Sandhill Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Sandhill Capital Partners's Vanguard Morningstar Small-Cap ETF position peaked at $674K in Q4 2025.
2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Sandhill Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.