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TD Private Client Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

TD Private Client 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 		$17.7M Buy
58,458
+2,094
+4% +$600K 0.33% 50
2026
Q1 		$14.8M Sell
56,364
-630
-1% -$170K 0.31% 55
2025
Q4 		$14.7M Buy
56,994
+2,679
+5% +$686K 0.31% 52
2025
Q3 		$13.8M Buy
54,315
+3,002
+6% +$745K 0.31% 54
2025
Q2 		$12.2M Buy
51,313
+4,328
+9% +$966K 0.3% 54
2025
Q1 		$10.4M Buy
46,985
+6,597
+16% +$1.58M 0.29% 60
2024
Q4 		$9.7M Buy
40,388
+2,721
+7% +$670K 0.27% 63
2024
Q3 		$8.94M Buy
37,667
+5,379
+17% +$1.22M 0.26% 68
2024
Q2 		$7.04M Buy
32,288
+1,354
+4% +$297K 0.22% 75
2024
Q1 		$7.07M Buy
30,934
+4,376
+16% +$941K 0.23% 71
2023
Q4 		$5.67M Sell
26,558
-2,549
-9% -$491K 0.2% 81
2023
Q3 		$5.5M Buy
29,107
+9,186
+46% +$1.83M 0.24% 82
2023
Q2 		$3.96M Sell
19,921
-67
-0.3% -$12.7K 0.17% 131
2023
Q1 		$3.79M Buy
19,988
+472
+2% +$91.5K 0.17% 136
2022
Q4 		$3.58M Buy
19,516
+4,424
+29% +$820K 0.17% 129
2022
Q3 		$2.58M Sell
15,092
-804
-5% -$152K 0.13% 164
2022
Q2 		$2.8M Buy
15,896
+961
+6% +$186K 0.14% 157
2022
Q1 		$3.17M Buy
14,935
+1,389
+10% +$292K 0.14% 165
2021
Q4 		$3.06M Sell
13,546
-4,012
-23% -$912K 0.13% 172
2021
Q3 		$3.84M Buy
17,558
+1,538
+10% +$342K 0.16% 131
2021
Q2 		$3.61M Buy
16,020
+1,693
+12% +$375K 0.15% 150
2021
Q1 		$3.07M Buy
14,327
+442
+3% +$93.1K 0.14% 165
2020
Q4 		$2.7M Buy
13,885
+534
+4% +$94.2K 0.14% 163
2020
Q3 		$2.05M Buy
13,351
+124
+0.9% +$19K 0.11% 186
2020
Q2 		$1.93M Buy
13,227
+57
+0.4% +$7.65K 0.11% 192
2020
Q1 		$1.52M Sell
13,170
-513
-4% -$77.1K 0.11% 176
2019
Q4 		$2.27M Buy
+13,683
New +$2.18M 0.14% 160

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

TD Private Client Wealth's VB Position: Q2 2026 in Review

TD Private Client Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.7% in Q2 2026, buying an estimated $600K and bringing the position to 58,458 shares worth $17.7M. The position accounts for 0.33% of the portfolio, ranked #50.

TD Private Client Wealth first reported a position in VB in Q4 2019 and has held it in 27 quarters since. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • TD Private Client Wealth held 58,458 shares of Vanguard Morningstar Small-Cap ETF worth $17.7M as of Q2 2026.
  • TD Private Client Wealth bought 2,094 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $600K.
  • Vanguard Morningstar Small-Cap ETF made up 0.33% of TD Private Client Wealth's portfolio in Q2 2026, its #50 holding.
  • TD Private Client Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.