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

Verdence Capital 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 		$1.61M Buy
5,308
+625
+13% +$179K 0.08% 209
2026
Q1 		$1.23M Buy
4,683
+956
+26% +$259K 0.07% 254
2025
Q4 		$961K Sell
3,727
-124
-3% -$31.8K 0.06% 287
2025
Q3 		$1M Buy
3,851
+492
+15% +$122K 0.06% 305
2025
Q2 		$796K Buy
3,359
+885
+36% +$197K 0.05% 300
2025
Q1 		$549K Sell
2,474
-873
-26% -$208K 0.04% 355
2024
Q4 		$804K Buy
3,347
+1,592
+91% +$392K 0.06% 274
2024
Q3 		$416K Buy
1,755
+323
+23% +$73.4K 0.03% 404
2024
Q2 		$312K Sell
1,432
-355
-20% -$78K 0.03% 451
2024
Q1 		$408K Buy
1,787
+27
+2% +$5.81K 0.04% 384
2023
Q4 		$375K Buy
1,760
+487
+38% +$93.8K 0.04% 401
2023
Q3 		$241K Buy
+1,273
New +$254K 0.03% 500

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Verdence Capital Advisors's VB Position: Q2 2026 in Review

Verdence Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 13% in Q2 2026, buying an estimated $179K and bringing the position to 5,308 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #209.

Verdence Capital Advisors first reported a position in VB in Q3 2023 and has held it in 12 quarters since. 1,394 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Verdence Capital Advisors held 5,308 shares of Vanguard Morningstar Small-Cap ETF worth $1.61M as of Q2 2026.
  • Verdence Capital Advisors bought 625 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $179K.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Verdence Capital Advisors's portfolio in Q2 2026, its #209 holding.
  • Verdence Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.