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

Strategic Wealth 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
Q2 		$327K Buy
1,077
+86
+9% +$24.6K 0.02% 244
2026
Q1 		$260K Buy
991
+375
+61% +$101K 0.02% 269
2025
Q4 		$159K Sell
616
-49
-7% -$12.6K 0.01% 346
2025
Q3 		$169K Buy
665
+153
+30% +$37.9K 0.01% 355
2025
Q2 		$121K Buy
+512
New +$114K 0.01% 369
2022
Q2 		– Sell
-3,480
Closed -$740K – 287
2022
Q1 		$740K Sell
3,480
-42
-1% -$8.84K 0.14% 150
2021
Q4 		$796K Sell
3,522
-118
-3% -$26.8K 0.15% 159
2021
Q3 		$796K Buy
3,640
+404
+12% +$89.8K 0.23% 121
2021
Q2 		$729K Buy
+3,236
New +$717K 0.24% 108
2020
Q2 		– Sell
-2,464
Closed -$408K – 169
2020
Q1 		$408K Hold
2,464
– – 0.21% 99
2019
Q4 		$408K Buy
2,464
+37
+2% +$5.89K 0.21% 99
2019
Q3 		$367 Sell
2,427
-643
-21% -$99.7K ﹤0.01% 231
2019
Q2 		$480K Sell
3,070
-469
-13% -$72.5K 0.23% 93
2019
Q1 		$548K Sell
3,539
-218
-6% -$32.4K 0.25% 95
2018
Q4 		$544K Sell
3,757
-76
-2% -$11.1K 0.27% 91
2018
Q3 		$623K Sell
3,833
-513
-12% -$83K 0.33% 84
2018
Q2 		$677K Sell
4,346
-3,569
-45% -$546K 0.39% 80
2018
Q1 		$1.16M Sell
7,915
-1,819
-19% -$272K 0.6% 45
2017
Q4 		$1.39M Buy
+9,734
New +$1.41M 0.77% 36

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

Strategic Wealth Partners's VB Position: Q2 2026 in Review

Strategic Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.7% in Q2 2026, buying an estimated $24.6K and bringing the position to 1,077 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #244.

Strategic Wealth Partners first reported a position in VB in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.39M in Q4 2017. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Strategic Wealth Partners held 1,077 shares of Vanguard Morningstar Small-Cap ETF worth $327K as of Q2 2026.
  • Strategic Wealth Partners bought 86 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $24.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #244 holding.
  • Strategic Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 19 quarters since.
  • Strategic Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $1.39M in Q4 2017.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.