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

Stone Summit 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 		$4.17M Buy
13,764
+165
+1% +$47.3K 1.06% 31
2026
Q1 		$3.56M Buy
13,599
+500
+4% +$135K 0.99% 32
2025
Q4 		$3.38M Buy
13,099
+886
+7% +$227K 0.92% 36
2025
Q3 		$3.11M Buy
12,213
+1,795
+17% +$445K 0.88% 38
2025
Q2 		$2.47M Buy
10,418
+907
+10% +$202K 0.76% 47
2025
Q1 		$2.11M Sell
9,511
-426
-4% -$102K 0.71% 49
2024
Q4 		$2.39M Sell
9,937
-3
-0% -$738 0.8% 43
2024
Q3 		$2.36M Buy
9,940
+572
+6% +$130K 0.76% 43
2024
Q2 		$2.04M Buy
9,368
+173
+2% +$38K 0.73% 44
2024
Q1 		$2.1M Buy
9,195
+782
+9% +$168K 0.73% 47
2023
Q4 		$1.79M Buy
8,413
+590
+8% +$114K 0.69% 48
2023
Q3 		$1.48M Buy
7,823
+786
+11% +$157K 0.63% 57
2023
Q2 		$1.4M Buy
7,037
+777
+12% +$147K 0.58% 58
2023
Q1 		$1.19M Buy
6,260
+566
+10% +$110K 0.53% 62
2022
Q4 		$1.05M Buy
5,694
+255
+5% +$47.3K 0.51% 60
2022
Q3 		$930K Buy
5,439
+205
+4% +$38.7K 0.57% 55
2022
Q2 		$922K Buy
5,234
+213
+4% +$41.1K 0.55% 56
2022
Q1 		$1.08M Buy
5,021
+788
+19% +$166K 0.6% 54
2021
Q4 		$957K Buy
+4,233
New +$962K 0.78% 51

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

Stone Summit Wealth's VB Position: Q2 2026 in Review

Stone Summit Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, buying an estimated $47.3K and bringing the position to 13,764 shares worth $4.17M. The position accounts for 1.06% of the portfolio, ranked #31.

Stone Summit Wealth first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Stone Summit Wealth held 13,764 shares of Vanguard Morningstar Small-Cap ETF worth $4.17M as of Q2 2026.
  • Stone Summit Wealth bought 165 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $47.3K.
  • Vanguard Morningstar Small-Cap ETF made up 1.06% of Stone Summit Wealth's portfolio in Q2 2026, its #31 holding.
  • Stone Summit Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.