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Vise Technologies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vise Technologies’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 		$14.1M Buy
46,525
+15,092
+48% +$4.33M 0.16% 119
2026
Q1 		$8.11M Hold
31,433
– – 0.16% 107
2025
Q4 		$8.11M Buy
31,433
+15,930
+103% +$4.08M 0.16% 107
2025
Q3 		$3.94M Buy
15,503
+2,152
+16% +$534K 0.15% 140
2025
Q2 		$3.16M Buy
+13,351
New +$2.98M 0.13% 171
2024
Q4 		$828K Buy
3,446
+1,645
+91% +$405K 0.07% 302
2024
Q3 		$427K Buy
1,801
+23
+1% +$5.23K 0.05% 338
2024
Q2 		$388K Buy
1,778
+594
+50% +$130K 0.07% 269
2024
Q1 		$271K Sell
1,184
-650
-35% -$140K 0.05% 304
2023
Q4 		$391K Buy
1,834
+248
+16% +$47.8K 0.08% 223
2023
Q3 		$300K Sell
1,586
-40
-2% -$7.97K 0.07% 243
2023
Q2 		$323K Sell
1,626
-64
-4% -$12.1K 0.08% 236
2023
Q1 		$320K Buy
1,690
+70
+4% +$13.6K 0.08% 239
2022
Q4 		$297K Buy
+1,620
New +$300K 0.09% 237
2022
Q1 		– Sell
-2,928
Closed -$662K – 264
2021
Q4 		$662K Buy
+2,928
New +$665K 0.18% 81

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

Vise Technologies's VB Position: Q2 2026 in Review

Vise Technologies increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 48% in Q2 2026, buying an estimated $4.33M and bringing the position to 46,525 shares worth $14.1M. The position accounts for 0.16% of the portfolio, ranked #119.

Vise Technologies first reported a position in VB in Q4 2021 and has held it in 15 quarters since. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Vise Technologies held 46,525 shares of Vanguard Morningstar Small-Cap ETF worth $14.1M as of Q2 2026.
  • Vise Technologies bought 15,092 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.33M.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Vise Technologies's portfolio in Q2 2026, its #119 holding.
  • Vise Technologies first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.