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

Summit 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 		$3.28M Sell
10,831
-222
-2% -$63.6K 0.47% 52
2026
Q1 		$2.89M Sell
11,053
-988
-8% -$267K 0.46% 51
2025
Q4 		$3.11M Sell
12,041
-1,675
-12% -$429K 0.57% 41
2025
Q3 		$3.49M Sell
13,716
-1,111
-7% -$276K 0.63% 40
2025
Q2 		$3.51M Sell
14,827
-977
-6% -$218K 0.67% 38
2025
Q1 		$3.5M Sell
15,804
-1,259
-7% -$301K 0.71% 34
2024
Q4 		$4.1M Sell
17,063
-954
-5% -$235K 0.84% 30
2024
Q3 		$4.27M Buy
18,017
+173
+1% +$39.3K 0.82% 29
2024
Q2 		$3.89M Sell
17,844
-1,882
-10% -$413K 0.81% 31
2024
Q1 		$4.51M Sell
19,726
-477
-2% -$103K 0.96% 24
2023
Q4 		$4.31M Sell
20,203
-229
-1% -$44.1K 1% 24
2023
Q3 		$3.86M Buy
20,432
+742
+4% +$148K 0.99% 26
2023
Q2 		$3.92M Sell
19,690
-269
-1% -$50.8K 0.98% 25
2023
Q1 		$3.78M Sell
19,959
-252
-1% -$48.9K 0.97% 26
2022
Q4 		$3.71M Buy
20,211
+2,121
+12% +$393K 0.98% 26
2022
Q3 		$3.09M Sell
18,090
-1,633
-8% -$308K 0.87% 27
2022
Q2 		$3.47M Sell
19,723
-2,290
-10% -$442K 0.93% 26
2022
Q1 		$4.68M Buy
22,013
+404
+2% +$85K 1.06% 24
2021
Q4 		$4.88M Buy
21,609
+569
+3% +$129K 1.05% 24
2021
Q3 		$4.6M Buy
21,040
+679
+3% +$151K 1.09% 23
2021
Q2 		$4.59M Buy
20,361
+549
+3% +$122K 1.1% 23
2021
Q1 		$4.24M Sell
19,812
-321
-2% -$67.6K 1.09% 23
2020
Q4 		$3.92M Buy
20,133
+4,605
+30% +$812K 1.07% 23
2020
Q3 		$2.39M Buy
15,528
+11,857
+323% +$1.82M 0.72% 30
2020
Q2 		$535K Hold
3,671
– – 0.17% 83
2020
Q1 		$424K Buy
+3,671
New +$552K 0.17% 68

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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

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

Summit Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2% in Q2 2026, selling an estimated $63.6K and leaving 10,831 shares worth $3.28M. The position accounts for 0.47% of the portfolio, ranked #52.

Summit Wealth Partners first reported a position in VB in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.88M in Q4 2021. 1,464 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Summit Wealth Partners held 10,831 shares of Vanguard Morningstar Small-Cap ETF worth $3.28M as of Q2 2026.
  • Summit Wealth Partners sold 222 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $63.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.47% of Summit Wealth Partners's portfolio in Q2 2026, its #52 holding.
  • Summit Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Summit Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $4.88M in Q4 2021.
  • 1,464 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.