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SigFig Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SigFig Wealth Management’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 		$1.72M Sell
5,702
-149
-3% -$42.7K 0.05% 84
2026
Q1 		$1.53M Sell
5,851
-535
-8% -$145K 0.04% 86
2025
Q4 		$1.65M Sell
6,386
-430
-6% -$110K 0.05% 85
2025
Q3 		$1.73M Sell
6,816
-5,243
-43% -$1.3M 0.05% 86
2025
Q2 		$2.86M Buy
12,059
+1,894
+19% +$423K 0.09% 73
2025
Q1 		$2.25M Buy
10,165
+697
+7% +$166K 0.08% 76
2024
Q4 		$2.27M Sell
9,468
-468
-5% -$115K 0.08% 75
2024
Q3 		$2.36M Sell
9,936
-1,403
-12% -$319K 0.09% 76
2024
Q2 		$2.47M Sell
11,339
-1,435
-11% -$315K 0.09% 73
2024
Q1 		$2.92M Sell
12,774
-1,806
-12% -$388K 0.11% 67
2023
Q4 		$3.11M Sell
14,580
-2,303
-14% -$444K 0.12% 67
2023
Q3 		$3.19M Sell
16,883
-1,318
-7% -$263K 0.13% 63
2023
Q2 		$3.6M Sell
18,201
-648
-3% -$122K 0.14% 60
2023
Q1 		$3.57M Buy
18,849
+6,739
+56% +$1.31M 0.2% 54
2022
Q4 		$2.27M Buy
12,110
+454
+4% +$84.1K 0.11% 60
2022
Q3 		$2.08M Buy
11,656
+663
+6% +$125K 0.11% 61
2022
Q2 		$2.01M Buy
10,993
+3,918
+55% +$757K 0.1% 56
2022
Q1 		$1.52M Buy
7,075
+1,514
+27% +$319K 0.07% 64
2021
Q4 		$1.25M Buy
5,561
+713
+15% +$162K 0.06% 64
2021
Q3 		$1.06M Buy
4,848
+1,135
+31% +$252K 0.05% 67
2021
Q2 		$837K Buy
3,713
+658
+22% +$146K 0.04% 68
2021
Q1 		$654K Buy
3,055
+412
+16% +$86.8K 0.04% 65
2020
Q4 		$515K Sell
2,643
-98
-4% -$17.3K 0.04% 67
2020
Q3 		$420K Sell
2,741
-257
-9% -$39.5K 0.04% 64
2020
Q2 		$437K Sell
2,998
-933
-24% -$125K 0.05% 57
2020
Q1 		$454K Buy
3,931
+244
+7% +$36.7K 0.06% 44
2019
Q4 		$611K Sell
3,687
-286
-7% -$45.6K 0.08% 38
2019
Q3 		$611K Sell
3,973
-180
-4% -$27.9K 0.09% 39
2019
Q2 		$651K Buy
4,153
+1,428
+52% +$221K 0.1% 42
2019
Q1 		$416K Sell
2,725
-114
-4% -$16.9K 0.07% 46
2018
Q4 		$371K Buy
+2,839
New +$413K 0.08% 45

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

SigFig Wealth Management's VB Position: Q2 2026 in Review

SigFig Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, selling an estimated $42.7K and leaving 5,702 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #84.

SigFig Wealth Management first reported a position in VB in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.6M in Q2 2023. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • SigFig Wealth Management held 5,702 shares of Vanguard Morningstar Small-Cap ETF worth $1.72M as of Q2 2026.
  • SigFig Wealth Management sold 149 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $42.7K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of SigFig Wealth Management's portfolio in Q2 2026, its #84 holding.
  • SigFig Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • SigFig Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $3.6M in Q2 2023.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.