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

Sunpointe’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	$240K	Buy	+793	New	+$227K	0.07%	244
2025 Q2	–	Sell	-909	Closed	-$201K	–	245
2025 Q1	$201K	Sell	909 -44	-5%	-$10.5K	0.11%	174
2024 Q4	$229K	Buy	+953	New	+$234K	0.12%	161
2024 Q3	–	Sell	-1,094	Closed	-$240K	–	190
2024 Q2	$240K	Sell	1,094 -48	-4%	-$10.5K	0.16%	125
2024 Q1	$261K	Sell	1,142 -268	-19%	-$57.6K	0.29%	103
2023 Q4	$301K	Buy	+1,410	New	+$272K	0.38%	85

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $80.9B AUM 26.08% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sunpointe's VB Position: Q2 2026 in Review

Sunpointe opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 793 shares worth $240K. The stake represents 0.07% of the portfolio and ranks #244 among its holdings. This is a return to the name: Sunpointe previously reported a position in VB as recently as Q1 2025.

Sunpointe first reported a position in VB in Q4 2023 and has held it in 6 quarters since. The position peaked at $301K in Q4 2023. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sunpointe held 793 shares of Vanguard Morningstar Small-Cap ETF worth $240K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Sunpointe position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Sunpointe's portfolio in Q2 2026, its #244 holding.
Sunpointe first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 6 quarters since.
Sunpointe's Vanguard Morningstar Small-Cap ETF position peaked at $301K in Q4 2023.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.