Vermillion Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vermillion Wealth Management’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	$197K	Buy	649 +1	+0.2%	+$287	0.05%	228
2026 Q1	$170K	Buy	648 +2	+0.3%	+$541	0.07%	108
2025 Q4	$167K	Buy	646 +3	+0.5%	+$769	0.07%	106
2025 Q3	$163K	Buy	643 +2	+0.3%	+$496	0.04%	262
2025 Q2	$152K	Buy	641 +124	+24%	+$27.7K	0.07%	98
2025 Q1	$115K	Buy	517 +2	+0.4%	+$478	0.03%	294
2024 Q4	$124K	Buy	+515	New	+$127K	0.06%	113

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

Vermillion Wealth Management's VB Position: Q2 2026 in Review

Vermillion Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.15% in Q2 2026, buying an estimated $287 and bringing the position to 649 shares worth $197K. The position accounts for 0.05% of the portfolio, ranked #228.

Vermillion Wealth Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Vermillion Wealth Management held 649 shares of Vanguard Morningstar Small-Cap ETF worth $197K as of Q2 2026.
Vermillion Wealth Management bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Vermillion Wealth Management's portfolio in Q2 2026, its #228 holding.
Vermillion Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.