Syntegra Private Wealth Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Syntegra Private Wealth Group’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	$228K	Buy	+751	New	+$215K	0.02%	186

Other funds holding VB

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

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

Syntegra Private Wealth Group's VB Position: Q2 2026 in Review

Syntegra Private Wealth Group opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 751 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings.

1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Syntegra Private Wealth Group held 751 shares of Vanguard Morningstar Small-Cap ETF worth $228K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Syntegra Private Wealth Group position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #186 holding.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.