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Topel & Distasi Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Topel & Distasi Wealth Management’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 		$2.93M Sell
9,652
-869
-8% -$249K 1.41% 23
2026
Q1 		$2.76M Buy
10,521
+75
+0.7% +$20.3K 1.42% 22
2025
Q4 		$2.69M Buy
10,446
+13
+0.1% +$3.33K 1.32% 23
2025
Q3 		$2.65M Sell
10,433
-233
-2% -$57.8K 1.31% 23
2025
Q2 		$2.53M Sell
10,666
-7,704
-42% -$1.72M 1.32% 25
2025
Q1 		$4.07M Sell
18,370
-260
-1% -$62.1K 1.9% 17
2024
Q4 		$4.48M Sell
18,630
-11
-0.1% -$2.71K 1.92% 19
2024
Q3 		$4.42M Sell
18,641
-563
-3% -$128K 1.83% 19
2024
Q2 		$4.19M Sell
19,204
-43
-0.2% -$9.44K 1.84% 19
2024
Q1 		$4.4M Buy
19,247
+56
+0.3% +$12K 1.95% 19
2023
Q4 		$4.09M Sell
19,191
-298
-2% -$57.4K 1.94% 19
2023
Q3 		$3.68M Sell
19,489
-165
-0.8% -$32.9K 1.93% 20
2023
Q2 		$3.91M Buy
19,654
+77
+0.4% +$14.6K 1.97% 19
2023
Q1 		$3.71M Sell
19,577
-308
-2% -$59.7K 1.94% 20
2022
Q4 		$3.65M Buy
19,885
+99
+0.5% +$18.3K 2.04% 17
2022
Q3 		$3.8M Buy
19,786
+1,153
+6% +$218K 2.1% 16
2022
Q2 		$3.28M Buy
18,633
+1,284
+7% +$248K 1.9% 20
2022
Q1 		$3.69M Buy
17,349
+159
+0.9% +$33.5K 1.54% 24
2021
Q4 		$3.88M Buy
+17,190
New +$3.91M 1.58% 21

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

Topel & Distasi Wealth Management's VB Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.3% in Q2 2026, selling an estimated $249K and leaving 9,652 shares worth $2.93M. The position accounts for 1.41% of the portfolio, ranked #23.

Topel & Distasi Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.48M in Q4 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Topel & Distasi Wealth Management held 9,652 shares of Vanguard Morningstar Small-Cap ETF worth $2.93M as of Q2 2026.
  • Topel & Distasi Wealth Management sold 869 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $249K.
  • Vanguard Morningstar Small-Cap ETF made up 1.41% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $4.48M in Q4 2024.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.