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

Verus Capital 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 		$2.02M Sell
6,658
-103
-2% -$29.5K 0.11% 123
2026
Q1 		$1.77M Sell
6,761
-209
-3% -$56.6K 0.12% 117
2025
Q4 		$1.8M Sell
6,970
-90
-1% -$23.1K 0.12% 119
2025
Q3 		$1.8M Sell
7,060
-160
-2% -$39.7K 0.14% 102
2025
Q2 		$1.71M Buy
7,220
+43
+0.6% +$9.59K 0.15% 92
2025
Q1 		$1.59M Sell
7,177
-8
-0.1% -$1.91K 0.16% 89
2024
Q4 		$1.73M Sell
7,185
-79
-1% -$19.4K 0.16% 83
2024
Q3 		$1.72M Sell
7,264
-664
-8% -$151K 0.17% 84
2024
Q2 		$1.73M Sell
7,928
-1,642
-17% -$361K 0.18% 82
2024
Q1 		$2.19M Sell
9,570
-313
-3% -$67.3K 0.24% 61
2023
Q4 		$2.11M Sell
9,883
-2,256
-19% -$435K 0.26% 61
2023
Q3 		$2.3M Sell
12,139
-4,602
-27% -$917K 0.32% 50
2023
Q2 		$3.33M Buy
16,741
+5,561
+50% +$1.05M 0.47% 37
2023
Q1 		$2.12M Buy
11,180
+1,797
+19% +$348K 0.33% 47
2022
Q4 		$1.72M Sell
9,383
-6,418
-41% -$1.19M 0.32% 53
2022
Q3 		$2.7M Buy
15,801
+6,221
+65% +$1.17M 0.51% 36
2022
Q2 		$1.69M Sell
9,580
-2,063
-18% -$398K 0.33% 48
2022
Q1 		$2.28M Buy
+11,643
New +$2.45M 0.35% 46
2020
Q1 		$845K Buy
7,316
+3,797
+108% +$571K 0.27% 58
2019
Q4 		$583K Buy
+3,519
New +$561K 0.19% 88

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

Verus Capital Partners's VB Position: Q2 2026 in Review

Verus Capital Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.5% in Q2 2026, selling an estimated $29.5K and leaving 6,658 shares worth $2.02M. The position accounts for 0.11% of the portfolio, ranked #123.

Verus Capital Partners first reported a position in VB in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.33M in Q2 2023. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Verus Capital Partners held 6,658 shares of Vanguard Morningstar Small-Cap ETF worth $2.02M as of Q2 2026.
  • Verus Capital Partners sold 103 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $29.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Verus Capital Partners's portfolio in Q2 2026, its #123 holding.
  • Verus Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 20 quarters since.
  • Verus Capital Partners's Vanguard Morningstar Small-Cap ETF position peaked at $3.33M in Q2 2023.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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