Solstein Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Solstein Capital’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	$869K	Buy	2,868 +9	+0.3%	+$2.58K	0.3%	72
2026 Q1	$749K	Buy	2,859 +10	+0.4%	+$2.71K	0.31%	67
2025 Q4	$735K	Buy	2,849 +2,792	+4,898%	+$715K	0.29%	68
2025 Q3	$14.5K	Hold	57	–	–	﹤0.01%	303
2025 Q2	$13.5K	Buy	+57	New	+$12.7K	0.01%	316
2022 Q1	–	Sell	-109	Closed	-$25K	–	425
2021 Q4	$25K	Sell	109 -148	-58%	-$33.6K	0.02%	268
2021 Q3	$56K	Buy	+257	New	+$57.1K	0.03%	220

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

Solstein Capital's VB Position: Q2 2026 in Review

Solstein Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.31% in Q2 2026, buying an estimated $2.58K and bringing the position to 2,868 shares worth $869K. The position accounts for 0.3% of the portfolio, ranked #72.

Solstein Capital first reported a position in VB in Q3 2021 and has held it in 7 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Solstein Capital held 2,868 shares of Vanguard Morningstar Small-Cap ETF worth $869K as of Q2 2026.
Solstein Capital bought 9 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.58K.
Vanguard Morningstar Small-Cap ETF made up 0.3% of Solstein Capital's portfolio in Q2 2026, its #72 holding.
Solstein Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 7 quarters since.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Solstein Capital's 13F filing for Q2 2026, filed 13 Aug 2026.