SC
VB icon

Sawyer & Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sawyer & Company’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 		$85.2K Buy
281
+1
+0.4% +$287 0.03% 113
2026
Q1 		$73.4K Buy
280
+1
+0.4% +$271 0.03% 112
2025
Q4 		$72K Buy
279
+18
+7% +$4.61K 0.03% 112
2025
Q3 		$62K Sell
261
-20
-7% -$4.96K 0.02% 117
2025
Q2 		$85.2K Buy
281
+20
+8% +$4.46K 0.03% 113
2025
Q1 		$58K Buy
261
+1
+0.4% +$239 0.02% 117
2024
Q4 		$63K Buy
260
+14
+6% +$3.44K 0.02% 117
2024
Q3 		$58K Buy
246
+1
+0.4% +$227 0.02% 120
2024
Q2 		$53K Hold
245
– – 0.02% 121
2024
Q1 		$55.9K Buy
245
+98
+67% +$21.1K 0.02% 120
2023
Q4 		$31K Hold
147
– – 0.01% 136
2023
Q3 		$28K Buy
+147
New +$29.3K 0.01% 139

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sawyer & Company's VB Position: Q2 2026 in Review

Sawyer & Company increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.36% in Q2 2026, buying an estimated $287 and bringing the position to 281 shares worth $85.2K. The position accounts for 0.03% of the portfolio, ranked #113.

Sawyer & Company first reported a position in VB in Q3 2023 and has held it in 12 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sawyer & Company held 281 shares of Vanguard Morningstar Small-Cap ETF worth $85.2K as of Q2 2026.
  • Sawyer & Company bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Sawyer & Company's portfolio in Q2 2026, its #113 holding.
  • Sawyer & Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.