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

Verum 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 		$10.7M Buy
35,371
+381
+1% +$109K 1.6% 13
2026
Q1 		$9.16M Sell
34,990
-713
-2% -$193K 1.74% 14
2025
Q4 		$9.21M Sell
35,703
-68
-0.2% -$17.4K 1.86% 12
2025
Q3 		$9.1M Sell
35,771
-205
-0.6% -$50.8K 1.93% 13
2025
Q2 		$8.53M Buy
35,976
+20,872
+138% +$4.66M 1.96% 13
2025
Q1 		$3.35M Buy
15,104
+2,234
+17% +$534K 0.9% 23
2024
Q4 		$3.09M Buy
12,870
+44
+0.3% +$10.8K 0.89% 25
2024
Q3 		$3.04M Sell
12,826
-54
-0.4% -$12.3K 0.89% 24
2024
Q2 		$2.81M Sell
12,880
-133
-1% -$29.2K 0.91% 24
2024
Q1 		$2.97M Sell
13,013
-264
-2% -$56.8K 1.06% 23
2023
Q4 		$2.83M Buy
13,277
+2,480
+23% +$478K 1.12% 25
2023
Q3 		$2.04M Buy
10,797
+7,910
+274% +$1.58M 0.91% 33
2023
Q2 		$574K Sell
2,887
-160
-5% -$30.2K 0.52% 44
2023
Q1 		$578K Hold
3,047
– – 0.62% 36
2022
Q4 		$559K Buy
+3,047
New +$565K 0.69% 38

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

Verum Partners's VB Position: Q2 2026 in Review

Verum Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q2 2026, buying an estimated $109K and bringing the position to 35,371 shares worth $10.7M. The position accounts for 1.6% of the portfolio, ranked #13.

Verum Partners first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Verum Partners held 35,371 shares of Vanguard Morningstar Small-Cap ETF worth $10.7M as of Q2 2026.
  • Verum Partners bought 381 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $109K.
  • Vanguard Morningstar Small-Cap ETF made up 1.6% of Verum Partners's portfolio in Q2 2026, its #13 holding.
  • Verum Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.