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

Tyche Wealth 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	$551K	Buy	1,817 +513	+39%	+$147K	0.08%	177
2026 Q1	$342K	Sell	1,304 -10	-0.8%	-$2.71K	0.05%	255
2025 Q4	$339K	Sell	1,314 -251	-16%	-$64.3K	0.05%	244
2025 Q3	$398K	Buy	1,565 +714	+84%	+$177K	0.07%	193
2025 Q2	$202K	Buy	+851	New	+$190K	0.04%	279

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

Tyche Wealth Partners's VB Position: Q2 2026 in Review

Tyche Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 39% in Q2 2026, buying an estimated $147K and bringing the position to 1,817 shares worth $551K. The position accounts for 0.08% of the portfolio, ranked #177.

Tyche Wealth Partners first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Tyche Wealth Partners held 1,817 shares of Vanguard Morningstar Small-Cap ETF worth $551K as of Q2 2026.
Tyche Wealth Partners bought 513 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $147K.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Tyche Wealth Partners's portfolio in Q2 2026, its #177 holding.
Tyche Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.