VVP
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Venture Visionary Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Venture Visionary 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 		$8.98M Sell
29,636
-2,192
-7% -$628K 0.25% 106
2026
Q1 		$8.34M Sell
31,828
-435
-1% -$118K 0.28% 96
2025
Q4 		$8.4M Sell
32,263
-1,971
-6% -$505K 0.27% 91
2025
Q3 		$8.71M Sell
34,234
-731
-2% -$181K 0.3% 84
2025
Q2 		$8.29M Sell
34,965
-1,857
-5% -$414K 0.31% 81
2025
Q1 		$8.17M Sell
36,822
-11,143
-23% -$2.66M 0.34% 79
2024
Q4 		$11.5M Buy
47,965
+336
+0.7% +$82.7K 0.49% 51
2024
Q3 		$11.3M Buy
47,629
+87
+0.2% +$19.8K 0.49% 52
2024
Q2 		$10.4M Buy
47,542
+528
+1% +$116K 0.48% 50
2024
Q1 		$10.7M Sell
47,014
-4,818
-9% -$1.04M 0.51% 49
2023
Q4 		$11.1M Buy
51,832
+6,018
+13% +$1.16M 0.58% 40
2023
Q3 		$8.66M Sell
45,814
-6,417
-12% -$1.28M 0.52% 51
2023
Q2 		$10.4M Buy
52,231
+388
+0.7% +$73.3K 0.61% 35
2023
Q1 		$9.83M Buy
51,843
+5,005
+11% +$971K 0.62% 35
2022
Q4 		$8.6M Buy
46,838
+9,369
+25% +$1.74M 0.62% 37
2022
Q3 		$6.4M Buy
37,469
+923
+3% +$174K 0.52% 45
2022
Q2 		$6.44M Buy
36,546
+1,176
+3% +$227K 0.49% 51
2022
Q1 		$7.52M Buy
35,370
+2,882
+9% +$607K 0.5% 47
2021
Q4 		$7.35M Buy
32,488
+3,597
+12% +$817K 0.48% 51
2021
Q3 		$6.32M Buy
28,891
+4,980
+21% +$1.11M 0.45% 53
2021
Q2 		$5.61M Buy
23,911
+10,692
+81% +$2.37M 0.45% 52
2021
Q1 		$2.83M Buy
13,219
+6,688
+102% +$1.41M 0.24% 97
2020
Q4 		$1.27M Buy
+6,531
New +$1.15M 0.14% 124

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

Venture Visionary Partners's VB Position: Q2 2026 in Review

Venture Visionary Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.9% in Q2 2026, selling an estimated $628K and leaving 29,636 shares worth $8.98M. The position accounts for 0.25% of the portfolio, ranked #106.

Venture Visionary Partners first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.5M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Venture Visionary Partners held 29,636 shares of Vanguard Morningstar Small-Cap ETF worth $8.98M as of Q2 2026.
  • Venture Visionary Partners sold 2,192 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $628K.
  • Vanguard Morningstar Small-Cap ETF made up 0.25% of Venture Visionary Partners's portfolio in Q2 2026, its #106 holding.
  • Venture Visionary Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Venture Visionary Partners's Vanguard Morningstar Small-Cap ETF position peaked at $11.5M in Q4 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.