Truepoint Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $822K | Buy |
2,711
+119
| +5% | +$34.1K | 0.02% | 87 |
|
|
2026
Q1 | $679K | Buy |
2,592
+18
| +0.7% | +$4.87K | 0.02% | 93 |
|
|
2025
Q4 | $664K | Sell |
2,574
-114
| -4% | -$29.2K | 0.01% | 92 |
|
|
2025
Q3 | $684K | Buy |
2,688
+111
| +4% | +$27.5K | 0.02% | 89 |
|
|
2025
Q2 | $611K | Sell |
2,577
-493
| -16% | -$110K | 0.02% | 92 |
|
|
2025
Q1 | $681K | Sell |
3,070
-654
| -18% | -$156K | 0.02% | 79 |
|
|
2024
Q4 | $895K | Sell |
3,724
-24
| -0.6% | -$5.91K | 0.02% | 70 |
|
|
2024
Q3 | $889K | Buy |
3,748
+221
| +6% | +$50.2K | 0.02% | 66 |
|
|
2024
Q2 | $769K | Buy |
3,527
+66
| +2% | +$14.5K | 0.02% | 69 |
|
|
2024
Q1 | $791K | Sell |
3,461
-6,151
| -64% | -$1.32M | 0.02% | 68 |
|
|
2023
Q4 | $2.05M | Sell |
9,612
-79
| -0.8% | -$15.2K | 0.06% | 57 |
|
|
2023
Q3 | $1.83M | Buy |
9,691
+112
| +1% | +$22.3K | 0.06% | 58 |
|
|
2023
Q2 | $1.91M | Buy |
9,579
+26
| +0.3% | +$4.91K | 0.06% | 52 |
|
|
2023
Q1 | $1.81M | Buy |
9,553
+41
| +0.4% | +$7.95K | 0.06% | 50 |
|
|
2022
Q4 | $1.75M | Buy |
9,512
+2,093
| +28% | +$388K | 0.06% | 53 |
|
|
2022
Q3 | $1.27M | Sell |
7,419
-90
| -1% | -$17K | 0.06% | 57 |
|
|
2022
Q2 | $1.32M | Buy |
7,509
+18
| +0.2% | +$3.48K | 0.07% | 56 |
|
|
2022
Q1 | $1.59M | Buy |
7,491
+308
| +4% | +$64.8K | 0.08% | 48 |
|
|
2021
Q4 | $1.62M | Buy |
7,183
+26
| +0.4% | +$5.91K | 0.08% | 46 |
|
|
2021
Q3 | $1.56M | Sell |
7,157
-492
| -6% | -$109K | 0.08% | 48 |
|
|
2021
Q2 | $1.72M | Buy |
7,649
+6,156
| +412% | +$1.36M | 0.1% | 40 |
|
|
2021
Q1 | $320K | Sell |
1,493
-366
| -20% | -$77.1K | 0.02% | 92 |
|
|
2020
Q4 | $362K | Buy |
+1,859
| New | +$328K | 0.02% | 83 |
|
|
2020
Q1 | – | Sell |
-5,892
| Closed | -$976K | – | 107 |
|
|
2019
Q4 | $976K | Sell |
5,892
-45
| -0.8% | -$7.17K | 0.07% | 40 |
|
|
2019
Q3 | $914K | Buy |
5,937
+3
| +0.1% | +$465 | 0.08% | 38 |
|
|
2019
Q2 | $930K | Buy |
5,934
+48
| +0.8% | +$7.42K | 0.08% | 45 |
|
|
2019
Q1 | $899K | Buy |
5,886
+470
| +9% | +$69.9K | 0.08% | 39 |
|
|
2018
Q4 | $715K | Sell |
5,416
-74
| -1% | -$10.8K | 0.07% | 44 |
|
|
2018
Q3 | $893K | Buy |
5,490
+170
| +3% | +$27.5K | 0.08% | 35 |
|
|
2018
Q2 | $828K | Buy |
5,320
+4,542
| +584% | +$695K | 0.07% | 38 |
|
|
2018
Q1 | $5.29K | Sell |
778
-4,966
| -86% | -$741K | 0.04% | 56 |
|
|
2017
Q4 | $849K | Buy |
5,744
+434
| +8% | +$62.8K | 0.08% | 34 |
|
|
2017
Q3 | $750K | Buy |
5,310
+359
| +7% | +$48.9K | 0.07% | 38 |
|
|
2017
Q2 | $675K | Buy |
4,951
+1,946
| +65% | +$261K | 0.07% | 41 |
|
|
2017
Q1 | $400K | Buy |
3,005
+10
| +0.3% | +$1.32K | 0.04% | 65 |
|
|
2016
Q4 | $393K | Buy |
+2,995
| New | +$372K | 0.04% | 61 |
|
Other funds holding VB
Truepoint Inc's VB Position: Q2 2026 in Review
Truepoint Inc increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.6% in Q2 2026, buying an estimated $34.1K and bringing the position to 2,711 shares worth $822K. The position accounts for 0.02% of the portfolio, ranked #87.
Truepoint Inc first reported a position in VB in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.05M in Q4 2023. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Truepoint Inc held 2,711 shares of Vanguard Morningstar Small-Cap ETF worth $822K as of Q2 2026.
- Truepoint Inc bought 119 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $34.1K.
- Vanguard Morningstar Small-Cap ETF made up 0.02% of Truepoint Inc's portfolio in Q2 2026, its #87 holding.
- Truepoint Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 36 quarters since.
- Truepoint Inc's Vanguard Morningstar Small-Cap ETF position peaked at $2.05M in Q4 2023.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.