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

Schoolcraft 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
Q1 		$1.75M Sell
6,699
-68
-1% -$18.4K 0.34% 33
2025
Q4 		$1.75M Sell
6,767
-107
-2% -$27.4K 0.34% 33
2025
Q3 		$1.75M Sell
6,874
-72
-1% -$17.9K 0.35% 33
2025
Q2 		$1.65M Sell
6,946
-246
-3% -$54.9K 0.34% 33
2025
Q1 		$1.59M Sell
7,192
-567
-7% -$135K 0.31% 34
2024
Q4 		$1.86M Sell
7,759
-74
-0.9% -$18.2K 0.39% 30
2024
Q3 		$1.86M Sell
7,833
-468
-6% -$106K 0.38% 30
2024
Q2 		$1.81M Buy
8,301
+839
+11% +$184K 0.39% 29
2024
Q1 		$1.71M Sell
7,462
-266
-3% -$57.2K 0.4% 31
2023
Q4 		$1.65M Buy
7,728
+182
+2% +$35.1K 0.42% 30
2023
Q3 		$1.43M Sell
7,546
-144
-2% -$28.7K 0.4% 29
2023
Q2 		$1.53M Sell
7,690
-170
-2% -$32.1K 0.42% 29
2023
Q1 		$1.49M Sell
7,860
-31
-0.4% -$6.01K 0.43% 29
2022
Q4 		$1.45M Sell
7,891
-177
-2% -$32.8K 0.45% 27
2022
Q3 		$1.38M Sell
8,068
-1
-0% -$189 0.47% 23
2022
Q2 		$1.42M Sell
8,069
-77
-0.9% -$14.9K 0.46% 23
2022
Q1 		$1.73M Sell
8,146
-344
-4% -$72.4K 0.53% 24
2021
Q4 		$1.92M Sell
8,490
-378
-4% -$85.9K 0.58% 22
2021
Q3 		$1.94M Sell
8,868
-453
-5% -$101K 0.65% 22
2021
Q2 		$2.1M Sell
9,321
-320
-3% -$70.9K 0.76% 21
2021
Q1 		$2.06M Sell
9,641
-5,496
-36% -$1.16M 0.82% 20
2020
Q4 		$2.95M Sell
15,137
-2,259
-13% -$399K 1.24% 18
2020
Q3 		$2.68M Sell
17,396
-862
-5% -$132K 1.26% 17
2020
Q2 		$2.66M Sell
18,258
-9,908
-35% -$1.33M 1.32% 17
2020
Q1 		$3.25M Sell
28,166
-1,239
-4% -$186K 1.98% 11
2019
Q4 		$4.87M Buy
29,405
+802
+3% +$128K 2.48% 11
2019
Q3 		$4.4M Sell
28,603
-953
-3% -$148K 2.52% 11
2019
Q2 		$4.63M Buy
29,556
+413
+1% +$63.8K 2.76% 11
2019
Q1 		$4.45M Buy
+29,143
New +$4.33M 2.87% 10

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Schoolcraft Capital's VB Position: Q1 2026 in Review

Schoolcraft Capital reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1% in Q1 2026, selling an estimated $18.4K and leaving 6,699 shares worth $1.75M. The position accounts for 0.34% of the portfolio, ranked #33.

Schoolcraft Capital first reported a position in VB in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.87M in Q4 2019. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Schoolcraft Capital held 6,699 shares of Vanguard Morningstar Small-Cap ETF worth $1.75M as of Q1 2026.
  • Schoolcraft Capital sold 68 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $18.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.34% of Schoolcraft Capital's portfolio in Q1 2026, its #33 holding.
  • Schoolcraft Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Schoolcraft Capital's Vanguard Morningstar Small-Cap ETF position peaked at $4.87M in Q4 2019.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.