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

Wealth Architects’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 		$17.9M Sell
58,944
-1,650
-3% -$473K 1.41% 20
2026
Q1 		$15.9M Sell
60,594
-1,462
-2% -$396K 1.41% 20
2025
Q4 		$16M Sell
62,056
-586
-0.9% -$150K 1.44% 20
2025
Q3 		$15.9M Sell
62,642
-527
-0.8% -$131K 1.5% 20
2025
Q2 		$15M Buy
63,169
+4,661
+8% +$1.04M 1.52% 20
2025
Q1 		$13M Sell
58,508
-388
-0.7% -$92.7K 1.43% 21
2024
Q4 		$14.2M Sell
58,896
-750
-1% -$185K 1.6% 19
2024
Q3 		$14.1M Sell
59,646
-1,712
-3% -$389K 1.6% 19
2024
Q2 		$13.4M Sell
61,358
-893
-1% -$196K 1.63% 18
2024
Q1 		$14.2M Sell
62,251
-946
-1% -$203K 1.88% 17
2023
Q4 		$13.5M Buy
63,197
+7,448
+13% +$1.44M 1.89% 16
2023
Q3 		$10.5M Sell
55,749
-430
-0.8% -$85.7K 1.79% 17
2023
Q2 		$11.2M Sell
56,179
-109
-0.2% -$20.6K 1.84% 16
2023
Q1 		$10.7M Sell
56,288
-1,062
-2% -$206K 1.89% 15
2022
Q4 		$10.5M Buy
57,350
+2,744
+5% +$509K 1.99% 15
2022
Q3 		$9.33M Buy
54,606
+1,426
+3% +$269K 1.95% 15
2022
Q2 		$9.37M Buy
53,180
+1,375
+3% +$266K 1.83% 17
2022
Q1 		$11M Buy
51,805
+6,629
+15% +$1.4M 1.87% 16
2021
Q4 		$10.2M Sell
45,176
-666
-1% -$151K 1.79% 16
2021
Q3 		$10M Buy
45,842
+2,865
+7% +$637K 1.95% 16
2021
Q2 		$9.68M Sell
42,977
-499
-1% -$111K 1.9% 15
2021
Q1 		$9.31M Sell
43,476
-2,475
-5% -$521K 2.02% 15
2020
Q4 		$8.95M Sell
45,951
-2,003
-4% -$353K 2.08% 14
2020
Q3 		$7.38M Sell
47,954
-3,340
-7% -$513K 2% 15
2020
Q2 		$7.47M Sell
51,294
-619
-1% -$83.1K 2.1% 15
2020
Q1 		$5.99M Buy
51,913
+31,538
+155% +$4.74M 2.08% 15
2019
Q4 		$3.38M Buy
20,375
+333
+2% +$53K 0.94% 20
2019
Q3 		$3.08M Buy
20,042
+65
+0.3% +$10.1K 0.94% 20
2019
Q2 		$3.13M Buy
19,977
+8
+0% +$1.24K 0.94% 19
2019
Q1 		$3.05M Buy
19,969
+116
+0.6% +$17.2K 0.95% 19
2018
Q4 		$2.62M Buy
19,853
+1,771
+10% +$258K 0.94% 19
2018
Q3 		$2.94M Sell
18,082
-796
-4% -$129K 0.91% 19
2018
Q2 		$2.94M Buy
18,878
+1,180
+7% +$181K 0.95% 18
2018
Q1 		$2.6M Sell
17,698
-199
-1% -$29.7K 0.86% 20
2017
Q4 		$2.65M Buy
17,897
+1
+0% +$145 0.87% 19
2017
Q3 		$2.53M Buy
17,896
+52
+0.3% +$7.09K 0.88% 19
2017
Q2 		$2.42M Sell
17,844
-2,173
-11% -$291K 0.9% 18
2017
Q1 		$2.67M Sell
20,017
-343
-2% -$45.4K 1.06% 16
2016
Q4 		$2.63M Buy
20,360
+1,382
+7% +$172K 1.17% 14
2016
Q3 		$2.32M Sell
18,978
-1,338
-7% -$162K 1.07% 15
2016
Q2 		$2.35M Buy
20,316
+1,024
+5% +$116K 1.14% 14
2016
Q1 		$2.15M Buy
19,292
+8,324
+76% +$862K 1.07% 16
2015
Q4 		$1.21M Sell
10,968
-1,639
-13% -$186K 0.6% 21
2015
Q3 		$1.36M Sell
12,607
-100
-0.8% -$11.7K 0.73% 20
2015
Q2 		$1.54M Sell
12,707
-500
-4% -$61.4K 0.83% 16
2015
Q1 		$1.62M Buy
13,207
+7,001
+113% +$829K 0.93% 15
2014
Q4 		$724K Buy
+6,206
New +$706K 0.43% 33

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

Wealth Architects's VB Position: Q2 2026 in Review

Wealth Architects reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.7% in Q2 2026, selling an estimated $473K and leaving 58,944 shares worth $17.9M. The position accounts for 1.41% of the portfolio, ranked #20.

Wealth Architects first reported a position in VB in Q4 2014 and has held it in 47 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wealth Architects held 58,944 shares of Vanguard Morningstar Small-Cap ETF worth $17.9M as of Q2 2026.
  • Wealth Architects sold 1,650 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $473K.
  • Vanguard Morningstar Small-Cap ETF made up 1.41% of Wealth Architects's portfolio in Q2 2026, its #20 holding.
  • Wealth Architects first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.