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

Stevens Capital Partners’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 Q1	$554K	Buy	2,116 +252	+14%	+$68.2K	0.13%	78
2025 Q4	$481K	Buy	1,864 +18	+1%	+$4.61K	0.13%	77
2025 Q3	$469K	Buy	1,846 +404	+28%	+$100K	0.14%	72
2025 Q2	$347K	Sell	1,442 -23	-2%	-$5.13K	0.12%	69
2025 Q1	$325K	Buy	+1,465	New	+$350K	0.15%	52

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stevens Capital Partners's VB Position: Q1 2026 in Review

Stevens Capital Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q1 2026, buying an estimated $68.2K and bringing the position to 2,116 shares worth $554K. The position accounts for 0.13% of the portfolio, ranked #78.

Stevens Capital Partners first reported a position in VB in Q1 2025 and has held it in 5 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Stevens Capital Partners held 2,116 shares of Vanguard Morningstar Small-Cap ETF worth $554K as of Q1 2026.
Stevens Capital Partners bought 252 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $68.2K.
Vanguard Morningstar Small-Cap ETF made up 0.13% of Stevens Capital Partners's portfolio in Q1 2026, its #78 holding.
Stevens Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.