Team Hewins’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Team Hewins’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	$624K	Buy	2,057 +50	+2%	+$14.3K	0.17%	22
2026 Q1	$526K	Sell	2,007 -2	-0.1%	-$541	0.16%	22
2025 Q4	$518K	Sell	2,009 -11	-0.5%	-$2.82K	0.17%	22
2025 Q3	$515K	Hold	2,020	–	–	0.17%	21
2025 Q2	$480K	Sell	2,020 -730	-27%	-$163K	0.17%	20
2025 Q1	$610K	Sell	2,750 -96	-3%	-$22.9K	0.24%	18
2024 Q4	$684K	Sell	2,846 -9	-0.3%	-$2.21K	0.27%	15
2024 Q3	$679K	Buy	2,855 +36	+1%	+$8.18K	0.26%	16
2024 Q2	$617K	Sell	2,819 -7	-0.2%	-$1.54K	0.26%	15
2024 Q1	$646K	Hold	2,826	–	–	0.26%	15
2023 Q4	$603K	Buy	+2,826	New	+$545K	0.26%	15
2023 Q3	–	Sell	-2,908	Closed	-$578K	–	44
2023 Q2	$578K	Buy	2,908 +550	+23%	+$104K	0.28%	15
2023 Q1	$447K	Hold	2,358	–	–	0.24%	15
2022 Q4	$433K	Buy	+2,358	New	+$437K	0.23%	15

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

Team Hewins's VB Position: Q2 2026 in Review

Team Hewins increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, buying an estimated $14.3K and bringing the position to 2,057 shares worth $624K. The position accounts for 0.17% of the portfolio, ranked #22.

Team Hewins first reported a position in VB in Q4 2022 and has held it in 14 quarters since. The position peaked at $684K in Q4 2024. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Team Hewins held 2,057 shares of Vanguard Morningstar Small-Cap ETF worth $624K as of Q2 2026.
Team Hewins bought 50 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $14.3K.
Vanguard Morningstar Small-Cap ETF made up 0.17% of Team Hewins's portfolio in Q2 2026, its #22 holding.
Team Hewins first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Team Hewins's Vanguard Morningstar Small-Cap ETF position peaked at $684K in Q4 2024.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.