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Single Point Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Single Point 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 		$11.4M Sell
37,745
-1,482
-4% -$425K 2.01% 12
2026
Q1 		$10.3M Sell
39,227
-58
-0.1% -$15.7K 2.04% 12
2025
Q4 		$10.1M Sell
39,285
-24
-0.1% -$6.15K 2% 12
2025
Q3 		$10M Buy
39,309
+393
+1% +$97.5K 2.03% 12
2025
Q2 		$9.25M Buy
38,916
+4,907
+14% +$1.09M 2.02% 12
2025
Q1 		$7.54M Buy
34,009
+798
+2% +$191K 1.77% 13
2024
Q4 		$7.98M Buy
+33,211
New +$8.17M 1.84% 12
2024
Q2 		– Sell
-43,625
Closed -$9.97M – 69
2024
Q1 		$9.97M Sell
43,625
-1,085
-2% -$233K 2.32% 12
2023
Q4 		$9.54M Sell
44,710
-6,834
-13% -$1.32M 2.38% 11
2023
Q3 		$9.74M Buy
+51,544
New +$10.3M 2.56% 9
2023
Q2 		– Sell
-62,618
Closed -$11.9M – 155
2023
Q1 		$11.9M Buy
62,618
+7,224
+13% +$1.4M 2.59% 9
2022
Q4 		$10.2M Buy
55,394
+8,356
+18% +$1.55M 2.44% 9
2022
Q3 		$8.04M Sell
47,038
-1,694
-3% -$320K 2.21% 10
2022
Q2 		$8.58M Buy
48,732
+4,950
+11% +$956K 2.34% 9
2022
Q1 		$9.3M Buy
43,782
+1,957
+5% +$412K 2.37% 9
2021
Q4 		$9.45M Buy
+41,825
New +$9.5M 2.53% 9
2021
Q2 		– Sell
-34,072
Closed -$7.41M – 91
2021
Q1 		$7.41M Buy
34,072
+5,601
+20% +$1.18M 2.71% 8
2020
Q4 		$5.54M Buy
28,471
+90
+0.3% +$15.9K 2.5% 10
2020
Q3 		$4.37M Sell
28,381
-124
-0.4% -$19K 2.32% 10
2020
Q2 		$4.15M Buy
28,505
+2,081
+8% +$279K 2.42% 10
2020
Q1 		$3.05M Buy
26,424
+8,813
+50% +$1.32M 2.11% 12
2019
Q4 		$2.92M Buy
+17,611
New +$2.81M 1.77% 13

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Single Point Partners's VB Position: Q2 2026 in Review

Single Point Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.8% in Q2 2026, selling an estimated $425K and leaving 37,745 shares worth $11.4M. The position accounts for 2.01% of the portfolio, ranked #12.

Single Point Partners first reported a position in VB in Q4 2019 and has held it in 22 quarters since. The position peaked at $11.9M in Q1 2023. 1,760 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Single Point Partners held 37,745 shares of Vanguard Morningstar Small-Cap ETF worth $11.4M as of Q2 2026.
  • Single Point Partners sold 1,482 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $425K.
  • Vanguard Morningstar Small-Cap ETF made up 2.01% of Single Point Partners's portfolio in Q2 2026, its #12 holding.
  • Single Point Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Single Point Partners's Vanguard Morningstar Small-Cap ETF position peaked at $11.9M in Q1 2023.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.