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Sunbeam Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sunbeam Capital Management’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 		$1.38M Buy
4,537
+11
+0.2% +$3.15K 0.63% 33
2026
Q1 		$1.19M Buy
4,526
+15
+0.3% +$4.06K 0.68% 30
2025
Q4 		$1.16M Buy
4,511
+26
+0.6% +$6.66K 0.69% 29
2025
Q3 		$1.14M Buy
4,485
+13
+0.3% +$3.22K 0.71% 28
2025
Q2 		$1.06M Hold
4,472
– – 0.81% 29
2025
Q1 		$992K Buy
4,472
+16
+0.4% +$3.82K 0.94% 28
2024
Q4 		$1.07M Buy
+4,456
New +$1.1M 0.99% 26

Other funds holding VB

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
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
Truist Financial
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

Sunbeam Capital Management's VB Position: Q2 2026 in Review

Sunbeam Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.24% in Q2 2026, buying an estimated $3.15K and bringing the position to 4,537 shares worth $1.38M. The position accounts for 0.63% of the portfolio, ranked #33.

Sunbeam Capital Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 1,322 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sunbeam Capital Management held 4,537 shares of Vanguard Morningstar Small-Cap ETF worth $1.38M as of Q2 2026.
  • Sunbeam Capital Management bought 11 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.15K.
  • Vanguard Morningstar Small-Cap ETF made up 0.63% of Sunbeam Capital Management's portfolio in Q2 2026, its #33 holding.
  • Sunbeam Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.