SIMA Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SIMA Wealth 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	$73.2K	Hold	241	–	–	0.05%	74
2026 Q1	$63.2K	Hold	241	–	–	0.05%	74
2025 Q4	$62.3K	Hold	241	–	–	0.05%	74
2025 Q3	$61.4K	Hold	241	–	–	0.05%	77
2025 Q2	$57.2K	Sell	241 -182	-43%	-$40.6K	0.05%	76
2025 Q1	$93.9K	Hold	423	–	–	0.08%	67
2024 Q4	$102K	Sell	423 -3	-0.7%	-$738	0.09%	67
2024 Q3	$101K	Sell	426 -3	-0.7%	-$682	0.09%	63
2024 Q2	$93.6K	Buy	+429	New	+$94.2K	0.09%	65

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

SIMA Wealth Partners's VB Position: Q2 2026 in Review

SIMA Wealth Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 241 shares worth $73.2K. The position accounts for 0.05% of the portfolio, ranked #74.

SIMA Wealth Partners first reported a position in VB in Q2 2024 and has held it in 9 quarters since. The position peaked at $102K in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

SIMA Wealth Partners held 241 shares of Vanguard Morningstar Small-Cap ETF worth $73.2K as of Q2 2026.
SIMA Wealth Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.05% of SIMA Wealth Partners's portfolio in Q2 2026, its #74 holding.
SIMA Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $102K in Q4 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.