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

Simplicity Wealth’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	$1.61M	Sell	5,315 -595	-10%	-$171K	0.05%	322
2026 Q1	$1.55M	Sell	5,910 -2,899	-33%	-$785K	0.09%	216
2025 Q4	$2.27M	Buy	8,809 +2,141	+32%	+$548K	0.14%	165
2025 Q3	$1.7M	Buy	6,668 +3,706	+125%	+$919K	0.1%	209
2025 Q2	$702K	Sell	2,962 -3,066	-51%	-$684K	0.03%	393
2025 Q1	$1.34M	Buy	6,028 +3,835	+175%	+$916K	0.1%	204
2024 Q4	$527K	Buy	2,193 +1,273	+138%	+$313K	0.11%	160
2024 Q3	$218K	Sell	920 -53,136	-98%	-$12.1M	0.02%	463
2024 Q2	$11.8M	Sell	54,056 -128	-0.2%	-$28.1K	0.27%	79
2024 Q1	$12.4M	Buy	+54,184	New	+$11.7M	0.3%	66

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

Simplicity Wealth's VB Position: Q2 2026 in Review

Simplicity Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, selling an estimated $171K and leaving 5,315 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #322.

Simplicity Wealth first reported a position in VB in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.4M in Q1 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Simplicity Wealth held 5,315 shares of Vanguard Morningstar Small-Cap ETF worth $1.61M as of Q2 2026.
Simplicity Wealth sold 595 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $171K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #322 holding.
Simplicity Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $12.4M in Q1 2024.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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