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

TPG Financial 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 		$2.52M Buy
8,301
+541
+7% +$155K 0.75% 28
2026
Q1 		$2.03M Sell
7,760
-393
-5% -$106K 0.66% 29
2025
Q4 		$2.1M Buy
8,153
+247
+3% +$63.3K 0.7% 30
2025
Q3 		$2.01M Sell
7,906
-42
-0.5% -$10.4K 0.75% 28
2025
Q2 		$1.88M Sell
7,948
-37
-0.5% -$8.25K 0.75% 29
2025
Q1 		$1.77M Buy
7,985
+1,521
+24% +$363K 0.78% 26
2024
Q4 		$1.55M Buy
6,464
+3,625
+128% +$892K 0.68% 26
2024
Q3 		$673K Buy
2,839
+204
+8% +$46.4K 0.3% 36
2024
Q2 		$575K Buy
+2,635
New +$579K 0.27% 41
2023
Q4 		$522K Buy
2,484
+35
+1% +$6.74K 0.27% 41
2023
Q3 		$463K Sell
2,449
-858
-26% -$171K 0.24% 39
2023
Q2 		$658K Buy
3,307
+259
+8% +$48.9K 0.34% 33
2023
Q1 		$578K Sell
3,048
-7
-0.2% -$1.36K 0.32% 30
2022
Q4 		$561K Buy
3,055
+926
+43% +$172K 0.34% 31
2022
Q3 		$364K Buy
2,129
+86
+4% +$16.2K 0.22% 34
2022
Q2 		$360K Buy
2,043
+52
+3% +$10K 0.24% 32
2022
Q1 		$423K Sell
1,991
-94
-5% -$19.8K 0.26% 31
2021
Q4 		$471K Sell
2,085
-2,529
-55% -$575K 0.29% 28
2021
Q3 		$1.01M Buy
4,614
+87
+2% +$19.3K 0.67% 20
2021
Q2 		$1.02M Sell
4,527
-679
-13% -$150K 0.72% 19
2021
Q1 		$1.11M Sell
5,206
-543
-9% -$114K 0.78% 19
2020
Q4 		$1.12M Buy
5,749
+677
+13% +$119K 0.83% 19
2020
Q3 		$780K Sell
5,072
-402
-7% -$61.7K 0.67% 19
2020
Q2 		$798K Buy
5,474
+321
+6% +$43.1K 0.72% 20
2020
Q1 		$595K Buy
5,153
+3,189
+162% +$479K 0.59% 23
2019
Q4 		$325K Sell
1,964
-255
-11% -$40.6K 0.27% 42
2019
Q3 		$341K Buy
2,219
+432
+24% +$67K 0.31% 38
2019
Q2 		$283K Sell
1,787
-55
-3% -$8.5K 0.26% 35
2019
Q1 		$285K Buy
1,842
+55
+3% +$8.18K 0.28% 34
2018
Q4 		$236K Buy
+1,787
New +$260K 0.26% 36

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

TPG Financial Advisors's VB Position: Q2 2026 in Review

TPG Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 7% in Q2 2026, buying an estimated $155K and bringing the position to 8,301 shares worth $2.52M. The position accounts for 0.75% of the portfolio, ranked #28.

TPG Financial Advisors first reported a position in VB in Q4 2018 and has held it in 30 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • TPG Financial Advisors held 8,301 shares of Vanguard Morningstar Small-Cap ETF worth $2.52M as of Q2 2026.
  • TPG Financial Advisors bought 541 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $155K.
  • Vanguard Morningstar Small-Cap ETF made up 0.75% of TPG Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • TPG Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.