Spirepoint Private Client’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Spirepoint Private Client’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	$1.11M	Buy	3,673 +416	+13%	+$119K	0.09%	126
2026 Q1	$853K	Buy	3,257 +832	+34%	+$225K	0.08%	135
2025 Q4	$626K	Buy	2,425 +1,575	+185%	+$403K	0.06%	151
2025 Q3	$216K	Hold	850	–	–	0.02%	264
2025 Q2	$201K	Buy	+850	New	+$190K	0.02%	227
2025 Q1	–	Sell	-850	Closed	-$204K	–	237
2024 Q4	$204K	Hold	850	–	–	0.03%	215
2024 Q3	$202K	Buy	+850	New	+$193K	0.03%	206

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

Spirepoint Private Client's VB Position: Q2 2026 in Review

Spirepoint Private Client increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 13% in Q2 2026, buying an estimated $119K and bringing the position to 3,673 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #126.

Spirepoint Private Client first reported a position in VB in Q3 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Spirepoint Private Client held 3,673 shares of Vanguard Morningstar Small-Cap ETF worth $1.11M as of Q2 2026.
Spirepoint Private Client bought 416 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $119K.
Vanguard Morningstar Small-Cap ETF made up 0.09% of Spirepoint Private Client's portfolio in Q2 2026, its #126 holding.
Spirepoint Private Client first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.