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

Symmetry 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	$335K	Hold	1,104	–	–	0.02%	167
2026 Q1	$289K	Buy	+1,104	New	+$299K	0.02%	150
2020 Q2	–	Sell	-3,236	Closed	-$375K	–	357
2020 Q1	$375K	Buy	3,236 +559	+21%	+$84K	0.08%	166
2019 Q4	$412K	Hold	2,677	–	–	0.09%	199
2019 Q3	$412K	Buy	2,677 +459	+21%	+$71.2K	0.09%	194
2019 Q2	$347K	Sell	2,218 -2,501	-53%	-$387K	0.07%	222
2019 Q1	$721K	Buy	4,719 +2,383	+102%	+$354K	0.12%	109
2018 Q4	$308K	Buy	2,336 +9	+0.4%	+$1.31K	0.08%	185
2018 Q3	$378K	Buy	+2,327	New	+$376K	0.15%	38
2018 Q2	–	Sell	-2,518	Closed	-$370K	–	36
2018 Q1	$370K	Buy	+2,518	New	+$376K	0.16%	32

Other funds holding VB

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Symmetry Partners's VB Position: Q2 2026 in Review

Symmetry Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,104 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #167.

Symmetry Partners first reported a position in VB in Q1 2018 and has held it in 10 quarters since. The position peaked at $721K in Q1 2019. 1,402 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Symmetry Partners held 1,104 shares of Vanguard Morningstar Small-Cap ETF worth $335K as of Q2 2026.
Symmetry Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Symmetry Partners's portfolio in Q2 2026, its #167 holding.
Symmetry Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 10 quarters since.
Symmetry Partners's Vanguard Morningstar Small-Cap ETF position peaked at $721K in Q1 2019.
1,402 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.