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Sentinel Pension Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sentinel Pension Advisors’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 		$405K Sell
1,368
-3
-0.2% -$860 0.05% 103
2026
Q1 		$359K Sell
1,371
-14
-1% -$3.79K 0.05% 105
2025
Q4 		$357K Buy
1,385
+68
+5% +$17.4K 0.05% 104
2025
Q3 		$335K Sell
1,317
-161
-11% -$39.9K 0.05% 100
2025
Q2 		$350K Buy
1,478
+366
+33% +$81.7K 0.06% 96
2025
Q1 		$247K Sell
1,112
-27
-2% -$6.45K 0.05% 100
2024
Q4 		$274K Buy
1,139
+25
+2% +$6.15K 0.05% 93
2024
Q3 		$264K Buy
1,114
+37
+3% +$8.41K 0.05% 96
2024
Q2 		$235K Buy
1,077
+3
+0.3% +$659 0.05% 98
2024
Q1 		$246K Buy
1,074
+20
+2% +$4.3K 0.05% 90
2023
Q4 		$225K Sell
1,054
-6
-0.6% -$1.16K 0.05% 90
2023
Q3 		$200K Sell
1,060
-11
-1% -$2.19K 0.05% 99
2023
Q2 		$213K Sell
1,071
-102
-9% -$19.3K 0.05% 95
2023
Q1 		$217K Sell
1,173
-1
-0.1% -$194 0.05% 86
2022
Q4 		$215K Buy
+1,174
New +$218K 0.07% 79
2021
Q2 		– Sell
-40,732
Closed -$1.99M – 99
2021
Q1 		$1.99M Buy
40,732
+38,609
+1,819% +$8.13M 0.73% 28
2020
Q4 		$413K Sell
2,123
-117
-5% -$20.6K 0.15% 59
2020
Q3 		$345K Sell
2,240
-89
-4% -$13.7K 0.13% 62
2020
Q2 		$339K Sell
2,329
-1,877
-45% -$252K 0.14% 58
2020
Q1 		$486K Buy
4,206
+1,757
+72% +$264K 0.24% 51
2019
Q4 		$406K Buy
+2,449
New +$390K 0.26% 42

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sentinel Pension Advisors's VB Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.22% in Q2 2026, selling an estimated $860 and leaving 1,368 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #103.

Sentinel Pension Advisors first reported a position in VB in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.99M in Q1 2021. 2,483 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sentinel Pension Advisors held 1,368 shares of Vanguard Morningstar Small-Cap ETF worth $405K as of Q2 2026.
  • Sentinel Pension Advisors sold 3 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $860.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Sentinel Pension Advisors's portfolio in Q2 2026, its #103 holding.
  • Sentinel Pension Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • Sentinel Pension Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.99M in Q1 2021.
  • 2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.