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

Tidemark’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	$73.8K	Buy	243 +179	+280%	+$51.3K	0.02%	257
2026 Q1	$16.8K	Hold	64	–	–	﹤0.01%	396
2025 Q4	$16.6K	Sell	64 -18	-22%	-$4.61K	﹤0.01%	375
2025 Q3	$20.8K	Hold	82	–	–	0.01%	358
2025 Q2	$19.3K	Hold	82	–	–	0.01%	372
2025 Q1	$18.1K	Sell	82 -11	-12%	-$2.63K	0.01%	355
2024 Q4	$22.2K	Buy	93 +19	+26%	+$4.67K	0.01%	336
2024 Q3	$17.6K	Hold	74	–	–	0.01%	359
2024 Q2	$16.1K	Hold	74	–	–	0.01%	356
2024 Q1	$16.9K	Sell	74 -24	-24%	-$5.16K	0.01%	364
2023 Q4	$20.9K	Buy	+98	New	+$18.9K	0.01%	325

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Tidemark's VB Position: Q2 2026 in Review

Tidemark increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 280% in Q2 2026, buying an estimated $51.3K and bringing the position to 243 shares worth $73.8K. The position accounts for 0.02% of the portfolio, ranked #257.

Tidemark first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Tidemark held 243 shares of Vanguard Morningstar Small-Cap ETF worth $73.8K as of Q2 2026.
Tidemark bought 179 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $51.3K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Tidemark's portfolio in Q2 2026, its #257 holding.
Tidemark first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.