Silver Coast Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Silver Coast Investments’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	$376K	Buy	1,241 +33	+3%	+$9.46K	0.11%	81
2026 Q1	$316K	Buy	1,208 +90	+8%	+$24.4K	0.1%	89
2025 Q4	$288K	Sell	1,118 -57	-5%	-$14.6K	0.1%	84
2025 Q3	$299K	Buy	1,175 +45	+4%	+$11.2K	0.1%	90
2025 Q2	$267K	Sell	1,130 -46,701	-98%	-$10.4M	0.1%	92
2025 Q1	$10.6M	Buy	47,831 +3,607	+8%	+$861K	4.02%	9
2024 Q4	$10.6M	Buy	+44,224	New	+$10.9M	4.02%	9

Other funds holding VB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Silver Coast Investments's VB Position: Q2 2026 in Review

Silver Coast Investments increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.7% in Q2 2026, buying an estimated $9.46K and bringing the position to 1,241 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #81.

Silver Coast Investments first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q4 2024. 1,511 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Silver Coast Investments held 1,241 shares of Vanguard Morningstar Small-Cap ETF worth $376K as of Q2 2026.
Silver Coast Investments bought 33 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $9.46K.
Vanguard Morningstar Small-Cap ETF made up 0.11% of Silver Coast Investments's portfolio in Q2 2026, its #81 holding.
Silver Coast Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Silver Coast Investments's Vanguard Morningstar Small-Cap ETF position peaked at $10.6M in Q4 2024.
1,511 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Silver Coast Investments's 13F filing for Q2 2026, filed 24 Jul 2026.