Viewpoint Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Viewpoint Capital 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 Q1	$2.74M	Hold	10,453	–	–	1.28%	22
2025 Q4	$2.7M	Hold	10,453	–	–	1.17%	25
2025 Q3	$2.66M	Hold	10,453	–	–	1.17%	24
2025 Q2	$2.48M	Buy	10,453 +50	+0.5%	+$11.2K	1.22%	24
2025 Q1	$2.31M	Buy	10,403 +123	+1%	+$29.4K	1.24%	26
2024 Q4	$2.47M	Hold	10,280	–	–	1.3%	23
2024 Q3	$2.44M	Hold	10,280	–	–	1.36%	23
2024 Q2	$2.24M	Hold	10,280	–	–	1.37%	23
2024 Q1	$2.35M	Hold	10,280	–	–	1.49%	21
2023 Q4	$2.19M	Hold	10,280	–	–	1.53%	20
2023 Q3	$1.94M	Sell	10,280 -123	-1%	-$24.5K	1.55%	21
2023 Q2	$2.07M	Hold	10,403	–	–	1.6%	20
2023 Q1	$1.97M	Hold	10,403	–	–	1.77%	19
2022 Q4	$1.91M	Buy	10,403 +414	+4%	+$76.7K	1.85%	18
2022 Q3	$1.71M	Buy	9,989 +609	+6%	+$115K	1.69%	19
2022 Q2	$1.65M	Buy	9,380 +2,079	+28%	+$401K	1.55%	20
2022 Q1	$1.55M	Hold	7,301	–	–	1.2%	24
2021 Q4	$1.65M	Buy	+7,301	New	+$1.66M	1.2%	24

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Viewpoint Capital Management's VB Position: Q1 2026 in Review

Viewpoint Capital Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 10,453 shares worth $2.74M. The position accounts for 1.28% of the portfolio, ranked #22.

Viewpoint Capital Management first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Viewpoint Capital Management held 10,453 shares of Vanguard Morningstar Small-Cap ETF worth $2.74M as of Q1 2026.
Viewpoint Capital Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up 1.28% of Viewpoint Capital Management's portfolio in Q1 2026, its #22 holding.
Viewpoint Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.