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WealthCare Investment Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

WealthCare Investment Partners’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 		$564K Buy
2,118
+6
+0.3% +$1.62K 0.16% 115
2025
Q4 		$552K Sell
2,112
-28
-1% -$7.17K 0.16% 111
2025
Q3 		$545K Buy
2,140
+177
+9% +$43.9K 0.18% 110
2025
Q2 		$477K Buy
1,963
+3
+0.2% +$669 0.17% 110
2025
Q1 		$396K Buy
1,960
+100
+5% +$23.9K 0.17% 106
2024
Q4 		$446K Sell
1,860
-43
-2% -$10.6K 0.19% 102
2024
Q3 		$447K Buy
1,903
+25
+1% +$5.68K 0.2% 96
2024
Q2 		$410K Sell
1,878
-49
-3% -$10.8K 0.19% 95
2024
Q1 		$440K Sell
1,927
-108
-5% -$23.2K 0.21% 91
2023
Q4 		$428K Sell
2,035
-62
-3% -$11.9K 0.23% 88
2023
Q3 		$391K Sell
2,097
-8
-0.4% -$1.59K 0.24% 79
2023
Q2 		$416K Sell
2,105
-500
-19% -$94.5K 0.25% 74
2023
Q1 		$494K Sell
2,605
-327
-11% -$63.4K 0.3% 71
2022
Q4 		$538K Sell
2,932
-463
-14% -$85.8K 0.37% 65
2022
Q3 		$580K Sell
3,395
-99
-3% -$18.7K 0.48% 55
2022
Q2 		$615K Sell
3,494
-470
-12% -$90.8K 0.53% 55
2022
Q1 		$830K Sell
3,964
-579
-13% -$122K 0.74% 38
2021
Q4 		$1.03M Buy
+4,543
New +$1.03M 0.99% 28

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthCare Investment Partners's VB Position: Q1 2026 in Review

WealthCare Investment Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.28% in Q1 2026, buying an estimated $1.62K and bringing the position to 2,118 shares worth $564K. The position accounts for 0.16% of the portfolio, ranked #115.

WealthCare Investment Partners first reported a position in VB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q4 2021. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • WealthCare Investment Partners held 2,118 shares of Vanguard Morningstar Small-Cap ETF worth $564K as of Q1 2026.
  • WealthCare Investment Partners bought 6 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $1.62K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of WealthCare Investment Partners's portfolio in Q1 2026, its #115 holding.
  • WealthCare Investment Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • WealthCare Investment Partners's Vanguard Morningstar Small-Cap ETF position peaked at $1.03M in Q4 2021.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.