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

Tiller Private 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	$257K	Hold	847	–	–	0.08%	58
2026 Q1	$222K	Sell	847 -20	-2%	-$5.41K	0.08%	63
2025 Q4	$224K	Hold	867	–	–	0.08%	62
2025 Q3	$220K	Hold	867	–	–	0.08%	61
2025 Q2	$206K	Buy	+867	New	+$193K	0.08%	60
2025 Q1	–	Sell	-1,385	Closed	-$333K	–	57
2024 Q4	$333K	Hold	1,385	–	–	0.14%	41
2024 Q3	$329K	Hold	1,385	–	–	0.14%	35
2024 Q2	$302K	Hold	1,385	–	–	0.13%	36
2024 Q1	$317K	Sell	1,385 -640	-32%	-$138K	0.14%	36
2023 Q4	$432K	Sell	2,025 -45	-2%	-$8.67K	0.22%	27
2023 Q3	$391K	Sell	2,070 -205	-9%	-$40.8K	0.21%	28
2023 Q2	$452K	Sell	2,275 -5,191	-70%	-$981K	0.25%	26
2023 Q1	$1.42M	Sell	7,466 -3,454	-32%	-$670K	0.79%	17
2022 Q4	$2M	Sell	10,920 -6,826	-38%	-$1.27M	1.18%	16
2022 Q3	$3.03M	Buy	17,746 +100	+0.6%	+$18.9K	1.95%	16
2022 Q2	$3.11M	Buy	+17,646	New	+$3.41M	1.91%	16

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

Tiller Private Wealth's VB Position: Q2 2026 in Review

Tiller Private Wealth held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 847 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #58.

Tiller Private Wealth first reported a position in VB in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.11M in Q2 2022. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Tiller Private Wealth held 847 shares of Vanguard Morningstar Small-Cap ETF worth $257K as of Q2 2026.
Tiller Private Wealth left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Tiller Private Wealth's portfolio in Q2 2026, its #58 holding.
Tiller Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Tiller Private Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $3.11M in Q2 2022.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.