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Sightline Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sightline Wealth 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 		$2.09M Sell
6,909
-42
-0.6% -$12K 0.77% 27
2026
Q1 		$1.82M Buy
6,951
+207
+3% +$56K 0.77% 28
2025
Q4 		$1.74M Buy
6,744
+349
+5% +$89.4K 0.74% 29
2025
Q3 		$1.63M Sell
6,395
-139
-2% -$34.5K 0.73% 29
2025
Q2 		$1.55M Buy
6,534
+24
+0.4% +$5.35K 0.75% 31
2025
Q1 		$1.44M Buy
6,510
+537
+9% +$128K 0.76% 31
2024
Q4 		$1.44M Sell
5,973
-286
-5% -$70.4K 0.77% 29
2024
Q3 		$1.48M Buy
6,259
+18
+0.3% +$4.09K 0.82% 26
2024
Q2 		$1.36M Sell
6,241
-70
-1% -$15.4K 0.85% 26
2024
Q1 		$1.44M Buy
6,311
+1,014
+19% +$218K 0.95% 23
2023
Q4 		$1.13M Buy
5,297
+352
+7% +$67.8K 0.86% 27
2023
Q3 		$935K Buy
4,945
+761
+18% +$152K 0.87% 26
2023
Q2 		$793K Hold
4,184
– – 0.79% 28
2023
Q1 		$793K Buy
4,184
+1,611
+63% +$312K 0.81% 28
2022
Q4 		$472K Buy
+2,573
New +$477K 0.51% 33

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

Sightline Wealth Advisors's VB Position: Q2 2026 in Review

Sightline Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.6% in Q2 2026, selling an estimated $12K and leaving 6,909 shares worth $2.09M. The position accounts for 0.77% of the portfolio, ranked #27.

Sightline Wealth Advisors first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sightline Wealth Advisors held 6,909 shares of Vanguard Morningstar Small-Cap ETF worth $2.09M as of Q2 2026.
  • Sightline Wealth Advisors sold 42 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $12K.
  • Vanguard Morningstar Small-Cap ETF made up 0.77% of Sightline Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Sightline Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.