Stonebridge Financial Group (Pennsylvania)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$437K	Buy	1,440 +1	+0.1%	+$287	0.03%	192
2026 Q1	$377K	Buy	1,439 +1	+0.1%	+$271	0.03%	191
2025 Q4	$371K	Buy	1,438 +37	+3%	+$9.48K	0.03%	195
2025 Q3	$356K	Buy	1,401 +1	+0.1%	+$248	0.03%	190
2025 Q2	$332K	Hold	1,400	–	–	0.03%	185
2025 Q1	$310K	Hold	1,400	–	–	0.03%	181
2024 Q4	$336K	Buy	+1,400	New	+$344K	0.04%	181

Other funds holding VB

Morgan Stanley New York $1.89T AUM 35.08% 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 $80B AUM 26.12% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VB Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.07% in Q2 2026, buying an estimated $287 and bringing the position to 1,440 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #192.

Stonebridge Financial Group (Pennsylvania) first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,226 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 1,440 shares of Vanguard Morningstar Small-Cap ETF worth $437K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #192 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,226 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.