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

SteelPeak 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	$1.77M	Buy	5,854 +1,058	+22%	+$303K	0.05%	247
2026 Q1	$1.26M	Sell	4,796 -94	-2%	-$25.4K	0.04%	255
2025 Q4	$1.26M	Sell	4,890 -302	-6%	-$77.4K	0.04%	254
2025 Q3	$1.32M	Buy	+5,192	New	+$1.29M	0.04%	254
2025 Q2	–	Sell	-1,063	Closed	-$236K	–	662
2025 Q1	$236K	Sell	1,063 -390	-27%	-$93.1K	0.01%	461
2024 Q4	$349K	Buy	+1,453	New	+$358K	0.01%	387

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

SteelPeak Wealth's VB Position: Q2 2026 in Review

SteelPeak Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 22% in Q2 2026, buying an estimated $303K and bringing the position to 5,854 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #247.

SteelPeak Wealth first reported a position in VB in Q4 2024 and has held it in 6 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

SteelPeak Wealth held 5,854 shares of Vanguard Morningstar Small-Cap ETF worth $1.77M as of Q2 2026.
SteelPeak Wealth bought 1,058 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $303K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #247 holding.
SteelPeak Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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