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

Smith Partners 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	$4.82M	Sell	15,900 -4,345	-21%	-$1.25M	3.83%	7
2026 Q1	$5.3M	Sell	20,245 -1,274	-6%	-$345K	4.75%	5
2025 Q4	$5.55M	Buy	+21,519	New	+$5.51M	5.11%	6

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 22.9% 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

Smith Partners Wealth Management's VB Position: Q2 2026 in Review

Smith Partners Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 21% in Q2 2026, selling an estimated $1.25M and leaving 15,900 shares worth $4.82M. The position accounts for 3.83% of the portfolio, ranked #7.

Smith Partners Wealth Management first reported a position in VB in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.55M in Q4 2025. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Smith Partners Wealth Management held 15,900 shares of Vanguard Morningstar Small-Cap ETF worth $4.82M as of Q2 2026.
Smith Partners Wealth Management sold 4,345 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.25M.
Vanguard Morningstar Small-Cap ETF made up 3.83% of Smith Partners Wealth Management's portfolio in Q2 2026, its #7 holding.
Smith Partners Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
Smith Partners Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $5.55M in Q4 2025.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.