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Tectonic Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tectonic Advisors’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 		$24.6M Buy
81,125
+2,861
+4% +$820K 1.18% 14
2026
Q1 		$20.5M Sell
78,264
-1,093
-1% -$296K 1.08% 15
2025
Q4 		$20.5M Buy
79,357
+4,863
+7% +$1.25M 1.08% 17
2025
Q3 		$18.9M Buy
74,494
+3,122
+4% +$774K 1.03% 17
2025
Q2 		$16.9M Buy
71,372
+4,070
+6% +$908K 0.98% 15
2025
Q1 		$14.9M Buy
67,302
+2,519
+4% +$602K 0.93% 16
2024
Q4 		$15.6M Buy
64,783
+2,100
+3% +$517K 1.01% 15
2024
Q3 		$14.9M Buy
62,683
+3,236
+5% +$735K 0.97% 16
2024
Q2 		$13M Buy
59,447
+2,029
+4% +$446K 0.93% 17
2024
Q1 		$13.1M Sell
57,418
-17
-0% -$3.66K 1% 16
2023
Q4 		$12.3M Buy
57,435
+602
+1% +$116K 1.03% 15
2023
Q3 		$10.7M Buy
56,833
+19,252
+51% +$3.84M 1.01% 16
2023
Q2 		$7.47M Buy
37,581
+2,896
+8% +$547K 0.92% 20
2023
Q1 		$6.57M Buy
34,685
+1,761
+5% +$342K 0.9% 19
2022
Q4 		$6.04M Buy
32,924
+9,946
+43% +$1.84M 0.94% 21
2022
Q3 		$3.93M Buy
22,978
+695
+3% +$131K 0.72% 24
2022
Q2 		$3.92M Buy
22,283
+1,311
+6% +$253K 0.72% 25
2022
Q1 		$4.46M Buy
20,972
+1,101
+6% +$232K 0.77% 20
2021
Q4 		$4.49M Buy
19,871
+2,004
+11% +$455K 0.8% 21
2021
Q3 		$3.91M Buy
17,867
+1,244
+7% +$277K 0.77% 22
2021
Q2 		$3.75M Buy
16,623
+1,044
+7% +$231K 0.77% 25
2021
Q1 		$3.34M Buy
15,579
+722
+5% +$152K 0.83% 21
2020
Q4 		$2.89M Buy
+14,857
New +$2.62M 0.79% 30

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

Tectonic Advisors's VB Position: Q2 2026 in Review

Tectonic Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.7% in Q2 2026, buying an estimated $820K and bringing the position to 81,125 shares worth $24.6M. The position accounts for 1.18% of the portfolio, ranked #14.

Tectonic Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Tectonic Advisors held 81,125 shares of Vanguard Morningstar Small-Cap ETF worth $24.6M as of Q2 2026.
  • Tectonic Advisors bought 2,861 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $820K.
  • Vanguard Morningstar Small-Cap ETF made up 1.18% of Tectonic Advisors's portfolio in Q2 2026, its #14 holding.
  • Tectonic Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.