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

Sierra 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 Q2	$2.29M	Hold	7,550	–	–	0.22%	84
2026 Q1	$1.98M	Hold	7,550	–	–	0.22%	88
2025 Q4	$1.95M	Hold	7,550	–	–	0.21%	89
2025 Q3	$1.92M	Hold	7,550	–	–	0.21%	98
2025 Q2	$1.79M	Hold	7,550	–	–	0.21%	98
2025 Q1	$1.67M	Hold	7,550	–	–	0.2%	92
2024 Q4	$1.81M	Buy	7,550 +950	+14%	+$234K	0.22%	92
2024 Q3	$1.57M	Buy	+6,600	New	+$1.5M	0.19%	102

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

Sierra Capital's VB Position: Q2 2026 in Review

Sierra Capital held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 7,550 shares worth $2.29M. The position accounts for 0.22% of the portfolio, ranked #84.

Sierra Capital first reported a position in VB in Q3 2024 and has held it in 8 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sierra Capital held 7,550 shares of Vanguard Morningstar Small-Cap ETF worth $2.29M as of Q2 2026.
Sierra Capital left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.22% of Sierra Capital's portfolio in Q2 2026, its #84 holding.
Sierra Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.