Shade Tree Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Shade Tree 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 Q1	$292K	Sell	1,115 -108	-9%	-$29.2K	0.21%	25
2025 Q4	$315K	Buy	1,223 +108	+10%	+$27.7K	0.24%	26
2025 Q3	$284K	Hold	1,115	–	–	0.25%	16
2025 Q2	$264K	Hold	1,115	–	–	0.23%	16
2025 Q1	$247K	Hold	1,115	–	–	0.25%	17
2024 Q4	$268K	Buy	+1,115	New	+$274K	0.27%	15

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Shade Tree Advisors's VB Position: Q1 2026 in Review

Shade Tree Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.8% in Q1 2026, selling an estimated $29.2K and leaving 1,115 shares worth $292K. The position accounts for 0.21% of the portfolio, ranked #25.

Shade Tree Advisors first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $315K in Q4 2025. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Shade Tree Advisors held 1,115 shares of Vanguard Morningstar Small-Cap ETF worth $292K as of Q1 2026.
Shade Tree Advisors sold 108 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $29.2K.
Vanguard Morningstar Small-Cap ETF made up 0.21% of Shade Tree Advisors's portfolio in Q1 2026, its #25 holding.
Shade Tree Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Shade Tree Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $315K in Q4 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Shade Tree Advisors's 13F filing for Q1 2026, filed 12 May 2026.