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

Sapient Capital’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	$7.53M	Buy	24,832 +9,641	+63%	+$2.76M	0.1%	97
2026 Q1	$3.98M	Buy	15,191 +788	+5%	+$213K	0.06%	122
2025 Q4	$3.75M	Buy	14,403 +1,216	+9%	+$312K	0.05%	120
2025 Q3	$3.36M	Buy	13,187 +290	+2%	+$71.9K	0.05%	121
2025 Q2	$3.07M	Buy	12,897 +9,102	+240%	+$2.03M	0.05%	120
2025 Q1	$842K	Buy	3,795 +382	+11%	+$91.2K	0.02%	203
2024 Q4	$820K	Buy	3,413 +545	+19%	+$134K	0.02%	201
2024 Q3	$682K	Buy	2,868 +223	+8%	+$50.7K	0.01%	225
2024 Q2	$579K	Sell	2,645 -577	-18%	-$127K	0.01%	222
2024 Q1	$737K	Buy	3,222 +1,464	+83%	+$315K	0.02%	205
2023 Q4	$375K	Buy	+1,758	New	+$339K	0.01%	254

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

Sapient Capital's VB Position: Q2 2026 in Review

Sapient Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 63% in Q2 2026, buying an estimated $2.76M and bringing the position to 24,832 shares worth $7.53M. The position accounts for 0.1% of the portfolio, ranked #97.

Sapient Capital first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sapient Capital held 24,832 shares of Vanguard Morningstar Small-Cap ETF worth $7.53M as of Q2 2026.
Sapient Capital bought 9,641 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.76M.
Vanguard Morningstar Small-Cap ETF made up 0.1% of Sapient Capital's portfolio in Q2 2026, its #97 holding.
Sapient Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.