Twin City Private Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Twin City Private Wealth’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 Q1	$225K	Buy	860 +61	+8%	+$16.5K	0.17%	92
2025 Q4	$206K	Sell	799 -74	-8%	-$19K	0.16%	90
2025 Q3	$223K	Buy	873 +97	+13%	+$24.1K	0.17%	91
2025 Q2	$184K	Sell	776 -61	-7%	-$13.6K	0.15%	89
2025 Q1	$186K	Buy	837 +23	+3%	+$5.49K	0.16%	86
2024 Q4	$196K	Sell	814 -158	-16%	-$38.9K	0.17%	85
2024 Q3	$231K	Buy	972 +131	+16%	+$29.8K	0.2%	88
2024 Q2	$184K	Sell	841 -1	-0.1%	-$220	0.17%	87
2024 Q1	$192K	Buy	+842	New	+$181K	0.19%	89

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Twin City Private Wealth's VB Position: Q1 2026 in Review

Twin City Private Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.6% in Q1 2026, buying an estimated $16.5K and bringing the position to 860 shares worth $225K. The position accounts for 0.17% of the portfolio, ranked #92.

Twin City Private Wealth first reported a position in VB in Q1 2024 and has held it in 9 quarters since. The position peaked at $231K in Q3 2024. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Twin City Private Wealth held 860 shares of Vanguard Morningstar Small-Cap ETF worth $225K as of Q1 2026.
Twin City Private Wealth bought 61 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $16.5K.
Vanguard Morningstar Small-Cap ETF made up 0.17% of Twin City Private Wealth's portfolio in Q1 2026, its #92 holding.
Twin City Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $231K in Q3 2024.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.