Sensible Money’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sensible Money’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	$428K	Buy	1,411 +252	+22%	+$72.2K	0.11%	64
2026 Q1	$304K	Sell	1,159 -700	-38%	-$189K	0.09%	66
2025 Q4	$480K	Buy	1,859 +700	+60%	+$179K	0.15%	44
2025 Q3	$295K	Sell	1,159 -24	-2%	-$5.95K	0.1%	62
2025 Q2	$280K	Hold	1,183	–	–	0.11%	64
2025 Q1	$262K	Buy	1,183 +122	+11%	+$29.1K	0.11%	68
2024 Q4	$255K	Sell	1,061 -105	-9%	-$25.8K	0.11%	68
2024 Q3	$277K	Buy	1,166 +105	+10%	+$23.9K	0.12%	65
2024 Q2	$231K	Hold	1,061	–	–	0.11%	68
2024 Q1	$243K	Hold	1,061	–	–	0.13%	67
2023 Q4	$226K	Hold	1,061	–	–	0.14%	67
2023 Q3	$201K	Hold	1,061	–	–	0.14%	69
2023 Q2	$211K	Hold	1,061	–	–	0.15%	69
2023 Q1	$201K	Sell	1,061 -122	-10%	-$23.7K	0.17%	69
2022 Q4	$217K	Buy	+1,183	New	+$219K	0.23%	65

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

Sensible Money's VB Position: Q2 2026 in Review

Sensible Money increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 22% in Q2 2026, buying an estimated $72.2K and bringing the position to 1,411 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #64.

Sensible Money first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $480K in Q4 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sensible Money held 1,411 shares of Vanguard Morningstar Small-Cap ETF worth $428K as of Q2 2026.
Sensible Money bought 252 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $72.2K.
Vanguard Morningstar Small-Cap ETF made up 0.11% of Sensible Money's portfolio in Q2 2026, its #64 holding.
Sensible Money first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Sensible Money's Vanguard Morningstar Small-Cap ETF position peaked at $480K in Q4 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.