Turtle Creek Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Turtle Creek Wealth 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	$161K	Hold	532	–	–	0.01%	458
2026 Q1	$139K	Sell	532 -452	-46%	-$122K	0.01%	413
2025 Q4	$254K	Buy	+984	New	+$252K	0.02%	340
2024 Q3	–	Sell	-166	Closed	-$36.2K	–	199
2024 Q2	$36.2K	Buy	+166	New	+$36.5K	0.01%	176

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Turtle Creek Wealth Advisors's VB Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 532 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #458.

Turtle Creek Wealth Advisors first reported a position in VB in Q2 2024 and has held it in 4 quarters since. The position peaked at $254K in Q4 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Turtle Creek Wealth Advisors held 532 shares of Vanguard Morningstar Small-Cap ETF worth $161K as of Q2 2026.
Turtle Creek Wealth Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #458 holding.
Turtle Creek Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 4 quarters since.
Turtle Creek Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $254K in Q4 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.