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

SVB Wealth’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 		$2.08M Sell
6,874
-1,392
-17% -$399K 0.13% 141
2026
Q1 		$2.17M Sell
8,266
-1,760
-18% -$476K 0.14% 129
2025
Q4 		$2.59M Buy
10,026
+7
+0.1% +$1.79K 0.15% 127
2025
Q3 		$2.55M Sell
10,019
-2,490
-20% -$618K 0.14% 134
2025
Q2 		$2.96M Buy
+12,509
New +$2.79M 0.16% 126
2025
Q1 		– Sell
-27,918
Closed -$6.71M – 1788
2024
Q4 		$6.71M Buy
+27,918
New +$6.87M 0.13% 110
2024
Q3 		– Sell
-27,727
Closed -$6.05M – 587
2024
Q2 		$6.05M Sell
27,727
-11,915
-30% -$2.62M 0.15% 136
2024
Q1 		$9.06M Buy
39,642
+8,803
+29% +$1.89M 0.2% 117
2023
Q4 		$6.58M Sell
30,839
-1,625
-5% -$313K 0.16% 140
2023
Q3 		$6.14M Sell
32,464
-4,230
-12% -$843K 0.13% 136
2023
Q2 		$7.3M Sell
36,694
-24,206
-40% -$4.57M 0.13% 136
2023
Q1 		$11.5M Sell
60,900
-6,300
-9% -$1.22M 0.16% 114
2022
Q4 		$12.3M Buy
67,200
+13,651
+25% +$2.53M 0.17% 111
2022
Q3 		$9.15M Buy
53,549
+13,564
+34% +$2.56M 0.13% 121
2022
Q2 		$7.04M Sell
39,985
-4,699
-11% -$907K 0.11% 127
2022
Q1 		$9.5M Sell
44,684
-1,322
-3% -$278K 0.13% 115
2021
Q4 		$10.4M Sell
46,006
-91,784
-67% -$20.9M 0.17% 104
2021
Q3 		$30.1M Buy
137,790
+9,572
+7% +$2.13M 0.39% 47
2021
Q2 		$28.9M Buy
128,218
+5,738
+5% +$1.27M 0.37% 50
2021
Q1 		$26.2M Buy
122,480
+9,124
+8% +$1.92M 0.37% 50
2020
Q4 		$22.1M Buy
113,356
+9,378
+9% +$1.65M 0.32% 56
2020
Q3 		$16M Buy
103,978
+11,398
+12% +$1.75M 0.26% 70
2020
Q2 		$13.5M Buy
92,580
+53,554
+137% +$7.19M 0.25% 76
2020
Q1 		$4.5M Buy
39,026
+8,435
+28% +$1.27M 0.11% 119
2019
Q4 		$5.07M Buy
30,591
+2,055
+7% +$327K 0.09% 137
2019
Q3 		$4.39M Sell
28,536
-114
-0.4% -$17.7K 0.09% 139
2019
Q2 		$4.49M Buy
+28,650
New +$4.43M 0.15% 138

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

SVB Wealth's VB Position: Q2 2026 in Review

SVB Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q2 2026, selling an estimated $399K and leaving 6,874 shares worth $2.08M. The position accounts for 0.13% of the portfolio, ranked #141.

SVB Wealth first reported a position in VB in Q2 2019 and has held it in 27 quarters since. The position peaked at $30.1M in Q3 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • SVB Wealth held 6,874 shares of Vanguard Morningstar Small-Cap ETF worth $2.08M as of Q2 2026.
  • SVB Wealth sold 1,392 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $399K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of SVB Wealth's portfolio in Q2 2026, its #141 holding.
  • SVB Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $30.1M in Q3 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.