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Tilia Fiduciary Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tilia Fiduciary Partners’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 		$289K Buy
955
+3
+0.3% +$860 0.14% 104
2026
Q1 		$249K Buy
952
+103
+12% +$27.9K 0.14% 104
2025
Q4 		$219K Buy
849
+15
+2% +$3.84K 0.12% 111
2025
Q3 		$212K Buy
+834
New +$207K 0.12% 112
2023
Q3 		– Sell
-441
Closed -$87.6K – 475
2023
Q2 		$87.6K Buy
441
+57
+15% +$10.8K 0.08% 146
2023
Q1 		$72.8K Sell
384
-89
-19% -$17.3K 0.07% 173
2022
Q4 		$86.8K Hold
473
– – 0.08% 151
2022
Q3 		$83K Buy
473
+5
+1% +$944 0.08% 149
2022
Q2 		$83K Buy
468
+56
+14% +$10.8K 0.08% 156
2022
Q1 		$88K Hold
412
– – 0.07% 164
2021
Q4 		$93K Buy
+412
New +$93.6K 0.07% 163

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

Tilia Fiduciary Partners's VB Position: Q2 2026 in Review

Tilia Fiduciary Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.32% in Q2 2026, buying an estimated $860 and bringing the position to 955 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #104.

Tilia Fiduciary Partners first reported a position in VB in Q4 2021 and has held it in 11 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Tilia Fiduciary Partners held 955 shares of Vanguard Morningstar Small-Cap ETF worth $289K as of Q2 2026.
  • Tilia Fiduciary Partners bought 3 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $860.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Tilia Fiduciary Partners's portfolio in Q2 2026, its #104 holding.
  • Tilia Fiduciary Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 11 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2026, filed 18 Aug 2026.