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Stage Harbor Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Stage Harbor Financial’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 		$6.24M Sell
20,579
-8
-0% -$2.29K 3.6% 9
2026
Q1 		$5.39M Sell
20,587
-584
-3% -$158K 3.58% 9
2025
Q4 		$5.46M Buy
21,171
+1,555
+8% +$398K 3.68% 10
2025
Q3 		$4.99M Buy
19,616
+39
+0.2% +$9.67K 3.65% 9
2025
Q2 		$4.64M Sell
19,577
-887
-4% -$198K 3.77% 8
2025
Q1 		$4.54M Sell
20,464
-267
-1% -$63.8K 3.84% 8
2024
Q4 		$4.98M Buy
20,731
+106
+0.5% +$26.1K 4.33% 6
2024
Q3 		$4.93M Sell
20,625
-530
-3% -$120K 4.49% 8
2024
Q2 		$4.61M Sell
21,155
-20
-0.1% -$4.39K 4.46% 8
2024
Q1 		$4.84M Sell
21,175
-246
-1% -$52.9K 4.4% 7
2023
Q4 		$4.57M Buy
+21,421
New +$4.13M 4.4% 10

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

Stage Harbor Financial's VB Position: Q2 2026 in Review

Stage Harbor Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.04% in Q2 2026, selling an estimated $2.29K and leaving 20,579 shares worth $6.24M. The position accounts for 3.6% of the portfolio, ranked #9.

Stage Harbor Financial first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Stage Harbor Financial held 20,579 shares of Vanguard Morningstar Small-Cap ETF worth $6.24M as of Q2 2026.
  • Stage Harbor Financial sold 8 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.29K.
  • Vanguard Morningstar Small-Cap ETF made up 3.6% of Stage Harbor Financial's portfolio in Q2 2026, its #9 holding.
  • Stage Harbor Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.