TP
VB icon

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

Tranquility 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 		$1.85M Buy
6,093
+45
+0.7% +$12.9K 0.63% 42
2026
Q1 		$1.58M Buy
6,048
+338
+6% +$91.5K 0.6% 44
2025
Q4 		$1.47M Sell
5,710
-269
-4% -$68.9K 0.53% 47
2025
Q3 		$1.52M Sell
5,979
-8
-0.1% -$1.98K 0.51% 48
2025
Q2 		$1.42M Buy
5,987
+286
+5% +$63.8K 0.51% 50
2025
Q1 		$1.26M Buy
5,701
+262
+5% +$62.6K 0.49% 57
2024
Q4 		$1.32M Buy
5,439
+137
+3% +$33.7K 0.5% 51
2024
Q3 		$1.26M Buy
5,302
+171
+3% +$38.9K 0.46% 59
2024
Q2 		$1.12M Buy
5,131
+109
+2% +$23.9K 0.43% 62
2024
Q1 		$1.15M Buy
5,022
+155
+3% +$33.3K 0.44% 63
2023
Q4 		$1.04M Sell
4,867
-335
-6% -$64.5K 0.44% 64
2023
Q3 		$984K Buy
5,202
+1,035
+25% +$206K 0.42% 64
2023
Q2 		$829K Buy
4,167
+794
+24% +$150K 0.36% 77
2023
Q1 		$639K Sell
3,373
-378
-10% -$73.3K 0.3% 89
2022
Q4 		$688K Sell
3,751
-113
-3% -$20.9K 0.35% 76
2022
Q3 		$660K Sell
3,864
-113
-3% -$21.3K 0.37% 78
2022
Q2 		$700K Sell
3,977
-485
-11% -$93.7K 0.36% 78
2022
Q1 		$948K Sell
4,462
-602
-12% -$127K 0.44% 63
2021
Q4 		$1.15M Buy
5,064
+180
+4% +$40.9K 0.53% 53
2021
Q3 		$1.07M Buy
4,884
+113
+2% +$25.1K 0.54% 51
2021
Q2 		$1.07M Buy
4,771
+189
+4% +$41.9K 0.6% 49
2021
Q1 		$981K Buy
4,582
+122
+3% +$25.7K 0.61% 52
2020
Q4 		$868K Buy
4,460
+1,851
+71% +$327K 0.61% 58
2020
Q3 		$401K Buy
2,609
+109
+4% +$16.7K 0.34% 89
2020
Q2 		$364K Sell
2,500
-184
-7% -$24.7K 0.34% 89
2020
Q1 		$310K Buy
2,684
+126
+5% +$18.9K 0.36% 83
2019
Q4 		$424K Sell
2,558
-83
-3% -$13.2K 0.38% 86
2019
Q3 		$406K Hold
2,641
– – 0.43% 75
2019
Q2 		$414K Buy
+2,641
New +$408K 0.45% 72

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

Tranquility Partners's VB Position: Q2 2026 in Review

Tranquility Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.74% in Q2 2026, buying an estimated $12.9K and bringing the position to 6,093 shares worth $1.85M. The position accounts for 0.63% of the portfolio, ranked #42.

Tranquility Partners first reported a position in VB in Q2 2019 and has held it in 29 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Tranquility Partners held 6,093 shares of Vanguard Morningstar Small-Cap ETF worth $1.85M as of Q2 2026.
  • Tranquility Partners bought 45 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.63% of Tranquility Partners's portfolio in Q2 2026, its #42 holding.
  • Tranquility Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.