Verus Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $957K | Sell |
3,158
-56
| -2% | -$16K | 0.08% | 51 |
|
|
2026
Q1 | $898K | Sell |
3,214
-87
| -3% | -$23.5K | 0.08% | 51 |
|
|
2025
Q4 | $905K | Sell |
3,301
-674
| -17% | -$173K | 0.08% | 49 |
|
|
2025
Q3 | $1.01M | Sell |
3,975
-123
| -3% | -$30.5K | 0.1% | 44 |
|
|
2025
Q2 | $998K | Sell |
4,098
-57
| -1% | -$12.7K | 0.1% | 43 |
|
|
2025
Q1 | $863K | Sell |
4,155
-138
| -3% | -$33K | 0.1% | 38 |
|
|
2024
Q4 | $1.02M | Sell |
4,293
-155
| -3% | -$38.1K | 0.11% | 37 |
|
|
2024
Q3 | $1.04M | Sell |
4,448
-311
| -7% | -$70.7K | 0.11% | 38 |
|
|
2024
Q2 | $1.04M | Sell |
4,759
-182
| -4% | -$40K | 0.12% | 36 |
|
|
2024
Q1 | $1.13M | Buy |
4,941
+14
| +0.3% | +$3.01K | 0.13% | 34 |
|
|
2023
Q4 | $1.04M | Sell |
4,927
-365
| -7% | -$70.3K | 0.13% | 33 |
|
|
2023
Q3 | $975K | Sell |
5,292
-271
| -5% | -$54K | 0.13% | 32 |
|
|
2023
Q2 | $1.15M | Sell |
5,563
-497
| -8% | -$93.9K | 0.14% | 32 |
|
|
2023
Q1 | $1.1M | Sell |
6,060
-460
| -7% | -$89.2K | 0.15% | 33 |
|
|
2022
Q4 | $1.32M | Sell |
6,520
-242
| -4% | -$44.9K | 0.18% | 30 |
|
|
2022
Q3 | $1.22M | Buy |
6,762
+181
| +3% | +$34.2K | 0.18% | 28 |
|
|
2022
Q2 | $1.24M | Sell |
6,581
-31
| -0.5% | -$5.99K | 0.18% | 28 |
|
|
2022
Q1 | $1.36M | Buy |
6,612
+59
| +0.9% | +$12.4K | 0.19% | 28 |
|
|
2021
Q4 | $1.48M | Sell |
6,553
-165
| -2% | -$37.5K | 0.2% | 27 |
|
|
2021
Q3 | $1.52M | Sell |
6,718
-95
| -1% | -$21.1K | 0.23% | 25 |
|
|
2021
Q2 | $1.48M | Sell |
6,813
-132
| -2% | -$29.3K | 0.23% | 25 |
|
|
2021
Q1 | $1.5M | Sell |
6,945
-467
| -6% | -$98.4K | 0.24% | 24 |
|
|
2020
Q4 | $1.44M | Sell |
7,412
-39,228
| -84% | -$6.92M | 0.25% | 23 |
|
|
2020
Q3 | $7.17M | Buy |
46,640
+40,280
| +633% | +$6.19M | 2.62% | 8 |
|
|
2020
Q2 | $927K | Buy |
6,360
+442
| +7% | +$59.4K | 0.2% | 26 |
|
|
2020
Q1 | $683K | Buy |
5,918
+262
| +5% | +$39.4K | 0.21% | 27 |
|
|
2019
Q4 | $937K | Buy |
5,656
+2,933
| +108% | +$467K | 0.28% | 24 |
|
|
2019
Q3 | $419K | Buy |
2,723
+404
| +17% | +$62.6K | 0.14% | 36 |
|
|
2019
Q2 | $363K | Sell |
2,319
-189
| -8% | -$29.2K | 0.12% | 35 |
|
|
2019
Q1 | $383K | Buy |
2,508
+47
| +2% | +$6.99K | 0.14% | 33 |
|
|
2018
Q4 | $400K | Hold |
2,461
| – | – | 0.14% | 30 |
|
|
2018
Q3 | $400K | Sell |
2,461
-219
| -8% | -$35.4K | 0.14% | 30 |
|
|
2018
Q2 | $417K | Sell |
2,680
-103
| -4% | -$15.8K | 0.16% | 26 |
|
|
2018
Q1 | $409K | Sell |
2,783
-143
| -5% | -$21.3K | 0.16% | 29 |
|
|
2017
Q4 | $432K | Sell |
2,926
-51
| -2% | -$7.38K | 0.16% | 30 |
|
|
2017
Q3 | $421K | Buy |
2,977
+229
| +8% | +$31.2K | 0.16% | 28 |
|
|
2017
Q2 | $372K | Buy |
2,748
+6
| +0.2% | +$804 | 0.15% | 29 |
|
|
2017
Q1 | $365K | Sell |
2,742
-63
| -2% | -$8.34K | 0.15% | 31 |
|
|
2016
Q4 | $362K | Sell |
2,805
-24
| -0.8% | -$2.98K | 0.16% | 29 |
|
|
2016
Q3 | $346K | Sell |
2,829
-343
| -11% | -$41.5K | 0.15% | 30 |
|
|
2016
Q2 | $367K | Sell |
3,172
-374
| -11% | -$42.5K | 0.17% | 27 |
|
|
2016
Q1 | $395K | Sell |
3,546
-116
| -3% | -$12K | 0.18% | 28 |
|
|
2015
Q4 | $405K | Buy |
+3,662
| New | +$415K | 0.19% | 27 |
|
Other funds holding VB
Verus Financial Partners's VB Position: Q2 2026 in Review
Verus Financial Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.7% in Q2 2026, selling an estimated $16K and leaving 3,158 shares worth $957K. The position accounts for 0.08% of the portfolio, ranked #51.
Verus Financial Partners first reported a position in VB in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.17M in Q3 2020. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Verus Financial Partners held 3,158 shares of Vanguard Morningstar Small-Cap ETF worth $957K as of Q2 2026.
- Verus Financial Partners sold 56 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $16K.
- Vanguard Morningstar Small-Cap ETF made up 0.08% of Verus Financial Partners's portfolio in Q2 2026, its #51 holding.
- Verus Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2015 and has held it in 43 quarters since.
- Verus Financial Partners's Vanguard Morningstar Small-Cap ETF position peaked at $7.17M in Q3 2020.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.