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

SkyOak 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 		$3.4M Buy
11,233
+57
+0.5% +$16.3K 0.56% 44
2026
Q1 		$2.93M Buy
11,176
+52
+0.5% +$14.1K 0.54% 47
2025
Q4 		$2.87M Buy
11,124
+30
+0.3% +$7.69K 0.52% 51
2025
Q3 		$2.82M Sell
11,094
-60
-0.5% -$14.9K 0.53% 52
2025
Q2 		$2.64M Buy
11,154
+35
+0.3% +$7.81K 0.53% 51
2025
Q1 		$2.47M Sell
11,119
-236
-2% -$56.4K 0.54% 47
2024
Q4 		$2.73M Buy
11,355
+137
+1% +$33.7K 0.58% 47
2024
Q3 		$2.66M Buy
11,218
+132
+1% +$30K 0.59% 47
2024
Q2 		$2.42M Buy
11,086
+75
+0.7% +$16.5K 0.56% 47
2024
Q1 		$2.52M Buy
11,011
+51
+0.5% +$11K 0.6% 46
2023
Q4 		$2.34M Buy
10,960
+611
+6% +$118K 0.61% 43
2023
Q3 		$1.96M Buy
10,349
+23
+0.2% +$4.58K 0.57% 48
2023
Q2 		$2.05M Buy
10,326
+196
+2% +$37K 0.58% 45
2023
Q1 		$1.92M Sell
10,130
-691
-6% -$134K 0.59% 45
2022
Q4 		$1.99M Buy
10,821
+41
+0.4% +$7.6K 0.67% 42
2022
Q3 		$1.84M Buy
10,780
+108
+1% +$20.4K 0.66% 43
2022
Q2 		$1.88M Sell
10,672
-241
-2% -$46.5K 0.64% 46
2022
Q1 		$2.32M Buy
10,913
+2,197
+25% +$462K 0.64% 44
2021
Q4 		$1.97M Buy
8,716
+424
+5% +$96.3K 0.5% 55
2021
Q3 		$1.81M Sell
8,292
-8
-0.1% -$1.78K 0.49% 58
2021
Q2 		$1.87M Buy
8,300
+22
+0.3% +$4.88K 0.5% 53
2021
Q1 		$1.87M Sell
8,278
-1,603
-16% -$338K 0.52% 54
2020
Q4 		$1.92M Sell
9,881
-8
-0.1% -$1.41K 0.6% 53
2020
Q3 		$1.52M Sell
9,889
-1,438
-13% -$221K 0.55% 60
2020
Q2 		$1.65M Buy
11,327
+4,143
+58% +$556K 0.61% 46
2020
Q1 		$829K Sell
7,184
-575
-7% -$86.4K 0.42% 55
2019
Q4 		$1.28M Buy
+7,759
New +$1.24M 0.4% 61

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SkyOak Wealth's VB Position: Q2 2026 in Review

SkyOak Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.51% in Q2 2026, buying an estimated $16.3K and bringing the position to 11,233 shares worth $3.4M. The position accounts for 0.56% of the portfolio, ranked #44.

SkyOak Wealth first reported a position in VB in Q4 2019 and has held it in 27 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • SkyOak Wealth held 11,233 shares of Vanguard Morningstar Small-Cap ETF worth $3.4M as of Q2 2026.
  • SkyOak Wealth bought 57 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $16.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.56% of SkyOak Wealth's portfolio in Q2 2026, its #44 holding.
  • SkyOak Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.