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

Silverlake 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	$2.76M	Sell	9,119 -96	-1%	-$27.5K	0.52%	45
2026 Q1	$2.41M	Buy	9,215 +4,153	+82%	+$1.12M	0.5%	51
2025 Q4	$1.31M	Sell	5,062 -21	-0.4%	-$5.38K	0.29%	104
2025 Q3	$1.29M	Sell	5,083 -211	-4%	-$52.3K	0.31%	101
2025 Q2	$1.25M	Buy	5,294 +75	+1%	+$16.7K	0.36%	84
2025 Q1	$1.16M	Sell	5,219 -167	-3%	-$39.9K	0.44%	67
2024 Q4	$1.29M	Sell	5,386 -846	-14%	-$208K	0.5%	60
2024 Q3	$1.48M	Buy	6,232 +596	+11%	+$135K	0.56%	50
2024 Q2	$1.23M	Buy	5,636 +375	+7%	+$82.3K	0.5%	53
2024 Q1	$1.2M	Sell	5,261 -16	-0.3%	-$3.44K	0.61%	37
2023 Q4	$1.13M	Buy	5,277 +104	+2%	+$20K	0.62%	40
2023 Q3	$978K	Sell	5,173 -4	-0.1%	-$797	0.55%	46
2023 Q2	$1.03M	Sell	5,177 -3	-0.1%	-$567	0.57%	45
2023 Q1	$982K	Sell	5,180 -40	-0.8%	-$7.76K	0.6%	43
2022 Q4	$958K	Sell	5,220 -1,070	-17%	-$198K	0.6%	43
2022 Q3	$1.08M	Sell	6,290 -8	-0.1%	-$1.51K	0.73%	36
2022 Q2	$1.11M	Buy	6,298 +50	+0.8%	+$9.65K	0.72%	36
2022 Q1	$1.33M	Sell	6,248 -2,908	-32%	-$612K	0.76%	33
2021 Q4	$2.07M	Buy	+9,156	New	+$2.08M	1.11%	16

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

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

Silverlake Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1% in Q2 2026, selling an estimated $27.5K and leaving 9,119 shares worth $2.76M. The position accounts for 0.52% of the portfolio, ranked #45.

Silverlake Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Silverlake Wealth Management held 9,119 shares of Vanguard Morningstar Small-Cap ETF worth $2.76M as of Q2 2026.
Silverlake Wealth Management sold 96 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $27.5K.
Vanguard Morningstar Small-Cap ETF made up 0.52% of Silverlake Wealth Management's portfolio in Q2 2026, its #45 holding.
Silverlake Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.