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Shuttleworth & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Shuttleworth & Co’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 		$3.37M Buy
11,107
+347
+3% +$99.4K 2.69% 10
2026
Q1 		$2.82M Buy
+10,760
New +$2.91M 2.55% 10

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

Shuttleworth & Co's VB Position: Q2 2026 in Review

Shuttleworth & Co increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.2% in Q2 2026, buying an estimated $99.4K and bringing the position to 11,107 shares worth $3.37M. The position accounts for 2.69% of the portfolio, ranked #10.

Shuttleworth & Co first reported a position in VB in Q1 2026 and has held it in 2 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Shuttleworth & Co held 11,107 shares of Vanguard Morningstar Small-Cap ETF worth $3.37M as of Q2 2026.
  • Shuttleworth & Co bought 347 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $99.4K.
  • Vanguard Morningstar Small-Cap ETF made up 2.69% of Shuttleworth & Co's portfolio in Q2 2026, its #10 holding.
  • Shuttleworth & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.