Strategic Blueprint’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Strategic Blueprint’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	$3.23M	Sell	10,658 -251	-2%	-$71.9K	0.16%	141
2026 Q1	$2.86M	Sell	10,909 -873	-7%	-$236K	0.17%	137
2025 Q4	$3.04M	Sell	11,782 -1,315	-10%	-$337K	0.18%	130
2025 Q3	$3.33M	Buy	13,097 +399	+3%	+$99K	0.15%	148
2025 Q2	$3.01M	Sell	12,698 -3,012	-19%	-$672K	0.15%	151
2025 Q1	$3.48M	Sell	15,710 -133	-0.8%	-$31.8K	0.19%	120
2024 Q4	$3.81M	Buy	15,843 +1,921	+14%	+$473K	0.23%	103
2024 Q3	$3.3M	Buy	13,922 +480	+4%	+$109K	0.21%	107
2024 Q2	$2.93M	Sell	13,442 -834	-6%	-$183K	0.2%	111
2024 Q1	$3.26M	Sell	14,276 -1,128	-7%	-$243K	0.23%	100
2023 Q4	$3.29M	Buy	15,404 +225	+1%	+$43.4K	0.27%	89
2023 Q3	$2.87M	Sell	15,179 -166	-1%	-$33.1K	0.26%	89
2023 Q2	$3.05M	Sell	15,345 -1,000	-6%	-$189K	0.29%	76
2023 Q1	$3.1M	Buy	16,345 +358	+2%	+$69.4K	0.32%	76
2022 Q4	$2.93M	Sell	15,987 -3,886	-20%	-$720K	0.34%	75
2022 Q3	$3.4M	Buy	19,873 +1,383	+7%	+$261K	0.41%	56
2022 Q2	$3.26M	Sell	18,490 -2,720	-13%	-$525K	0.4%	64
2022 Q1	$4.51M	Buy	21,210 +393	+2%	+$82.7K	0.52%	42
2021 Q4	$4.71M	Sell	20,817 -1,561	-7%	-$355K	0.59%	35
2021 Q3	$4.89M	Buy	22,378 +2,057	+10%	+$457K	0.76%	24
2021 Q2	$4.58M	Buy	20,321 +3,813	+23%	+$845K	0.72%	26
2021 Q1	$3.53M	Buy	16,508 +4,794	+41%	+$1.01M	0.75%	33
2020 Q4	$2.28M	Sell	11,714 -1,176	-9%	-$207K	0.57%	43
2020 Q3	$1.98M	Sell	12,890 -3,501	-21%	-$538K	0.61%	46
2020 Q2	$2.39M	Sell	16,391 -32,596	-67%	-$4.38M	0.84%	33
2020 Q1	$5.66M	Sell	48,987 -29,854	-38%	-$4.49M	3.3%	5
2019 Q4	$13.1M	Buy	78,841 +11,959	+18%	+$1.9M	8.97%	1
2019 Q3	$10.3M	Buy	66,882 +4,544	+7%	+$705K	7.75%	1
2019 Q2	$9.77M	Buy	62,338 +4,532	+8%	+$700K	8.33%	1
2019 Q1	$8.83M	Buy	57,806 +33,035	+133%	+$4.91M	8.01%	1
2018 Q4	$3.27M	Buy	+24,771	New	+$3.61M	4.74%	7

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Strategic Blueprint's VB Position: Q2 2026 in Review

Strategic Blueprint reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q2 2026, selling an estimated $71.9K and leaving 10,658 shares worth $3.23M. The position accounts for 0.16% of the portfolio, ranked #141.

Strategic Blueprint first reported a position in VB in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.1M in Q4 2019. 1,255 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Strategic Blueprint held 10,658 shares of Vanguard Morningstar Small-Cap ETF worth $3.23M as of Q2 2026.
Strategic Blueprint sold 251 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $71.9K.
Vanguard Morningstar Small-Cap ETF made up 0.16% of Strategic Blueprint's portfolio in Q2 2026, its #141 holding.
Strategic Blueprint first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Strategic Blueprint's Vanguard Morningstar Small-Cap ETF position peaked at $13.1M in Q4 2019.
1,255 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.