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Truvestments Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Truvestments Capital’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 		$1.3M Buy
4,787
+1,839
+62% +$527K 0.19% 124
2026
Q1 		$772K Buy
2,948
+80
+3% +$21.6K 0.14% 161
2025
Q4 		$740K Buy
2,868
+30
+1% +$7.69K 0.13% 146
2025
Q3 		$722K Sell
2,838
-298
-10% -$73.9K 0.13% 142
2025
Q2 		$743K Hold
3,136
– – 0.15% 132
2025
Q1 		$695K Buy
3,136
+2,834
+938% +$677K 0.15% 127
2024
Q4 		$72.5K Buy
302
+14
+5% +$3.44K 0.02% 320
2024
Q3 		$68.3K Buy
+288
New +$65.4K 0.02% 327
2024
Q2 		– Sell
-1,061
Closed -$243K – 666
2024
Q1 		$243K Buy
1,061
+3
+0.3% +$645 0.09% 188
2023
Q4 		$226K Buy
1,058
+5
+0.5% +$963 0.1% 201
2023
Q3 		$199K Sell
1,053
-74
-7% -$14.7K 0.1% 181
2023
Q2 		$224K Sell
1,127
-96
-8% -$18.1K 0.11% 166
2023
Q1 		$232K Buy
1,223
+83
+7% +$16.1K 0.12% 140
2022
Q4 		$209K Sell
1,140
-542
-32% -$100K 0.12% 135
2022
Q3 		$288K Buy
1,682
+4
+0.2% +$755 0.18% 115
2022
Q2 		$296K Buy
1,678
+380
+29% +$73.4K 0.17% 120
2022
Q1 		$276K Buy
1,298
+185
+17% +$38.9K 0.15% 130
2021
Q4 		$252K Buy
1,113
+240
+27% +$54.5K 0.13% 144
2021
Q3 		$191K Buy
873
+830
+1,930% +$185K 0.11% 158
2021
Q2 		$10K Buy
43
+13
+43% +$2.88K 0.01% 392
2021
Q1 		$6K Buy
+30
New +$6.32K ﹤0.01% 512
2020
Q2 		– Sell
-2,305
Closed -$266K – 621
2020
Q1 		$266K Sell
2,305
-14,654
-86% -$2.2M 0.34% 72
2019
Q4 		$2.81M Sell
16,959
-198
-1% -$31.5K 1.95% 11
2019
Q3 		$2.64M Sell
17,157
-900
-5% -$140K 1.72% 11
2019
Q2 		$2.83M Sell
18,057
-883
-5% -$136K 1.9% 8
2019
Q1 		$2.89M Buy
+18,940
New +$2.82M 2.22% 6
2018
Q3 		$3.77M Sell
23,187
-1,759
-7% -$285K 1.81% 9
2018
Q2 		$3.88M Buy
+24,946
New +$3.82M 2.44% 7

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

Truvestments Capital's VB Position: Q2 2026 in Review

Truvestments Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 62% in Q2 2026, buying an estimated $527K and bringing the position to 4,787 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #124.

Truvestments Capital first reported a position in VB in Q2 2018 and has held it in 28 quarters since. The position peaked at $3.88M in Q2 2018. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Truvestments Capital held 4,787 shares of Vanguard Morningstar Small-Cap ETF worth $1.3M as of Q2 2026.
  • Truvestments Capital bought 1,839 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $527K.
  • Vanguard Morningstar Small-Cap ETF made up 0.19% of Truvestments Capital's portfolio in Q2 2026, its #124 holding.
  • Truvestments Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2018 and has held it in 28 quarters since.
  • Truvestments Capital's Vanguard Morningstar Small-Cap ETF position peaked at $3.88M in Q2 2018.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.