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

Tanager Wealth 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 		$3.2M Sell
10,555
-232
-2% -$66.5K 0.28% 39
2026
Q1 		$2.83M Buy
10,787
+825
+8% +$223K 0.27% 39
2025
Q4 		$2.57M Sell
9,962
-641
-6% -$164K 0.26% 40
2025
Q3 		$2.7M Buy
10,603
+29
+0.3% +$7.19K 0.28% 41
2025
Q2 		$2.51M Sell
10,574
-70
-0.7% -$15.6K 0.3% 40
2025
Q1 		$2.36M Sell
10,644
-154
-1% -$36.8K 0.31% 35
2024
Q4 		$2.59M Sell
10,798
-119
-1% -$29.3K 0.34% 33
2024
Q3 		$2.6M Sell
10,917
-129
-1% -$29.3K 0.35% 31
2024
Q2 		$2.42M Sell
11,046
-594
-5% -$130K 0.36% 31
2024
Q1 		$2.66M Buy
11,640
+878
+8% +$189K 0.43% 29
2023
Q4 		$2.3M Buy
10,762
+126
+1% +$24.3K 0.42% 29
2023
Q3 		$2.01M Sell
10,636
-953
-8% -$190K 0.42% 27
2023
Q2 		$2.3M Sell
11,589
-1,039
-8% -$196K 0.5% 30
2023
Q1 		$2.39M Sell
12,628
-110
-0.9% -$21.3K 0.57% 28
2022
Q4 		$2.34M Buy
12,738
+11,268
+767% +$2.09M 0.63% 27
2022
Q3 		$251K Sell
1,470
-1,300
-47% -$245K 0.2% 38
2022
Q2 		$488K Hold
2,770
– – 0.4% 26
2022
Q1 		$589K Sell
2,770
-917
-25% -$193K 0.44% 25
2021
Q4 		$833K Buy
+3,687
New +$838K 0.63% 23

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

Tanager Wealth Management's VB Position: Q2 2026 in Review

Tanager Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.2% in Q2 2026, selling an estimated $66.5K and leaving 10,555 shares worth $3.2M. The position accounts for 0.28% of the portfolio, ranked #39.

Tanager Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,483 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Tanager Wealth Management held 10,555 shares of Vanguard Morningstar Small-Cap ETF worth $3.2M as of Q2 2026.
  • Tanager Wealth Management sold 232 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $66.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.28% of Tanager Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Tanager Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.