Tarbox Family Office’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tarbox Family Office’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 Q1	$1.55M	Sell	5,906 -1,306	-18%	-$353K	0.25%	29
2025 Q4	$1.86M	Sell	7,212 -305	-4%	-$78.1K	0.3%	27
2025 Q3	$1.91M	Sell	7,517 -2	-0%	-$496	0.28%	31
2025 Q2	$1.78M	Sell	7,519 -1,116	-13%	-$249K	0.27%	30
2025 Q1	$1.91M	Buy	8,635 +1,243	+17%	+$297K	0.32%	28
2024 Q4	$1.78M	Sell	7,392 -737	-9%	-$181K	0.29%	28
2024 Q3	$1.93M	Sell	8,129 -461	-5%	-$105K	0.32%	27
2024 Q2	$1.87M	Sell	8,590 -532	-6%	-$117K	0.33%	27
2024 Q1	$2.09M	Sell	9,122 -282	-3%	-$60.7K	0.37%	28
2023 Q4	$2.01M	Buy	9,404 +12	+0.1%	+$2.31K	0.39%	27
2023 Q3	$1.78M	Sell	9,392 -57	-0.6%	-$11.4K	0.37%	28
2023 Q2	$1.88M	Hold	9,449	–	–	0.37%	29
2023 Q1	$1.79M	Hold	9,449	–	–	0.36%	28
2022 Q4	$1.73M	Sell	9,449 -6	-0.1%	-$1.11K	0.38%	28
2022 Q3	$1.67M	Hold	9,455	–	–	0.39%	25
2022 Q2	$1.67M	Hold	9,455	–	–	0.37%	31
2022 Q1	$2.01M	Sell	9,455 -424	-4%	-$89.3K	0.41%	25
2021 Q4	$2.23M	Buy	9,879 +405	+4%	+$92K	0.38%	25
2021 Q3	$2.07M	Hold	9,474	–	–	0.38%	26
2021 Q2	$2.13M	Buy	9,474 +424	+5%	+$94K	0.38%	25
2021 Q1	$1.94M	Hold	9,050	–	–	0.38%	26
2020 Q4	$1.76M	Sell	9,050 -20	-0.2%	-$3.53K	0.37%	25
2020 Q3	$1.4M	Sell	9,070 -617	-6%	-$94.8K	0.34%	27
2020 Q2	$1.41M	Sell	9,687 -1,100	-10%	-$148K	0.37%	27
2020 Q1	$1.25M	Buy	10,787 +4,675	+76%	+$703K	0.4%	27
2019 Q4	$1.01M	Sell	6,112 -1,515	-20%	-$241K	0.28%	27
2019 Q3	$1.17M	Sell	7,627 -159	-2%	-$24.7K	0.36%	22
2019 Q2	$1.22M	Sell	7,786 -632	-8%	-$97.7K	0.38%	22
2019 Q1	$1.29M	Sell	8,418 -71	-0.8%	-$10.6K	0.47%	21
2018 Q4	$1.12M	Sell	8,489 -956	-10%	-$139K	0.46%	20
2018 Q3	$1.54M	Sell	9,445 -1,407	-13%	-$228K	0.56%	18
2018 Q2	$1.69M	Sell	10,852 -716	-6%	-$110K	0.65%	18
2018 Q1	$1.7M	Sell	11,568 -179	-2%	-$26.7K	0.66%	18
2017 Q4	$1.74M	Sell	11,747 -710	-6%	-$103K	0.69%	18
2017 Q3	$1.76M	Sell	12,457 -40,643	-77%	-$5.54M	0.77%	16
2017 Q2	$7.2M	Sell	53,100 -3,063	-5%	-$410K	3.55%	5
2017 Q1	$7.49M	Sell	56,163 -40	-0.1%	-$5.29K	3.87%	5
2016 Q4	$7.25M	Buy	56,203 +9,388	+20%	+$1.17M	4.16%	5
2016 Q3	$5.72M	Buy	46,815 +8,757	+23%	+$1.06M	3.69%	7
2016 Q2	$4.4M	Buy	38,058 +4,231	+13%	+$481K	3.16%	8
2016 Q1	$3.77M	Buy	33,827 +3,751	+12%	+$389K	2.85%	8
2015 Q4	$3.33M	Buy	30,076 +6,000	+25%	+$680K	2.71%	9
2015 Q3	$2.6M	Buy	24,076 +4,661	+24%	+$545K	2.38%	9
2015 Q2	$2.36M	Buy	19,415 +3,096	+19%	+$380K	2.05%	12
2015 Q1	$2M	Buy	16,319 +3,124	+24%	+$370K	1.76%	12
2014 Q4	$1.54M	Buy	13,195 +6,775	+106%	+$771K	1.42%	12
2014 Q3	$710K	Sell	6,420 -135	-2%	-$15.5K	0.64%	20
2014 Q2	$767K	Buy	6,555 +1,515	+30%	+$170K	0.68%	18
2014 Q1	$577K	Buy	5,040 +635	+14%	+$70.4K	0.51%	26
2013 Q4	$484K	Buy	+4,405	New	+$469K	0.4%	34

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tarbox Family Office's VB Position: Q1 2026 in Review

Tarbox Family Office reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 18% in Q1 2026, selling an estimated $353K and leaving 5,906 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #29.

Tarbox Family Office first reported a position in VB in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.49M in Q1 2017. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Tarbox Family Office held 5,906 shares of Vanguard Morningstar Small-Cap ETF worth $1.55M as of Q1 2026.
Tarbox Family Office sold 1,306 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $353K.
Vanguard Morningstar Small-Cap ETF made up 0.25% of Tarbox Family Office's portfolio in Q1 2026, its #29 holding.
Tarbox Family Office first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
Tarbox Family Office's Vanguard Morningstar Small-Cap ETF position peaked at $7.49M in Q1 2017.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.