Signal Tree Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Signal Tree Financial Partners’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	$8.4M	Buy	27,713 +1,487	+6%	+$426K	5.57%	4
2026 Q1	$6.87M	Buy	26,226 +2,224	+9%	+$602K	5.19%	6
2025 Q4	$6.19M	Buy	24,002 +1,407	+6%	+$360K	4.72%	5
2025 Q3	$5.76M	Buy	22,595 +20,220	+851%	+$5.01M	4.56%	5
2025 Q2	$563K	Buy	+2,375	New	+$530K	0.48%	28

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

Signal Tree Financial Partners's VB Position: Q2 2026 in Review

Signal Tree Financial Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.7% in Q2 2026, buying an estimated $426K and bringing the position to 27,713 shares worth $8.4M. The position accounts for 5.57% of the portfolio, ranked #4.

Signal Tree Financial Partners first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Signal Tree Financial Partners held 27,713 shares of Vanguard Morningstar Small-Cap ETF worth $8.4M as of Q2 2026.
Signal Tree Financial Partners bought 1,487 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $426K.
Vanguard Morningstar Small-Cap ETF made up 5.57% of Signal Tree Financial Partners's portfolio in Q2 2026, its #4 holding.
Signal Tree Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.