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

Vigilare 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	$850K	Buy	2,804 +1,004	+56%	+$288K	0.26%	50
2026 Q1	$472K	Sell	1,800 -5,693	-76%	-$1.54M	0.16%	70
2025 Q4	$1.93M	Sell	7,493 -49,994	-87%	-$12.8M	0.65%	30
2025 Q3	$14.6M	Buy	57,487 +20,050	+54%	+$4.97M	5.06%	3
2025 Q2	$8.87M	Buy	+37,437	New	+$8.35M	3.33%	7
2024 Q3	–	Sell	-3,523	Closed	-$768K	–	97
2024 Q2	$768K	Buy	+3,523	New	+$774K	0.34%	40
2023 Q2	–	Sell	-1,796	Closed	-$341K	–	102
2023 Q1	$341K	Hold	1,796	–	–	0.19%	70
2022 Q4	$330K	Sell	1,796 -60	-3%	-$11.1K	0.19%	64
2022 Q3	$317K	Hold	1,856	–	–	0.41%	60
2022 Q2	$327K	Sell	1,856 -399	-18%	-$77K	0.35%	69
2022 Q1	$479K	Buy	2,255 +35	+2%	+$7.37K	0.39%	63
2021 Q4	$502K	Buy	2,220 +1,147	+107%	+$261K	0.3%	88
2021 Q3	$235K	Buy	+1,073	New	+$239K	0.15%	169

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

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

Vigilare Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 56% in Q2 2026, buying an estimated $288K and bringing the position to 2,804 shares worth $850K. The position accounts for 0.26% of the portfolio, ranked #50.

Vigilare Wealth Management first reported a position in VB in Q3 2021 and has held it in 13 quarters since. The position peaked at $14.6M in Q3 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Vigilare Wealth Management held 2,804 shares of Vanguard Morningstar Small-Cap ETF worth $850K as of Q2 2026.
Vigilare Wealth Management bought 1,004 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $288K.
Vanguard Morningstar Small-Cap ETF made up 0.26% of Vigilare Wealth Management's portfolio in Q2 2026, its #50 holding.
Vigilare Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 13 quarters since.
Vigilare Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $14.6M in Q3 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.