Wealthspire Advisors (New York)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wealthspire Advisors (New York)’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	$118M	Sell	389,955 -11,581	-3%	-$3.32M	0.65%	28
2026 Q1	$105M	Buy	401,536 +2,938	+0.7%	+$795K	0.83%	22
2025 Q4	$103M	Sell	398,598 -395,130	-50%	-$101M	0.82%	23
2025 Q3	$202M	Sell	793,728 -7,532	-0.9%	-$1.87M	1.06%	19
2025 Q2	$190M	Buy	801,260 +52,608	+7%	+$11.7M	1.07%	20
2025 Q1	$166M	Buy	748,652 +373,195	+99%	+$89.1M	0.99%	20
2024 Q4	$90.2M	Buy	375,457 +1,344	+0.4%	+$331K	0.9%	22
2024 Q3	$88.7M	Buy	374,113 +7,485	+2%	+$1.7M	0.9%	23
2024 Q2	$79.9M	Buy	366,628 +3,365	+0.9%	+$739K	1.02%	20
2024 Q1	$83M	Buy	363,263 +416	+0.1%	+$89.5K	1.11%	17
2023 Q4	$77.4M	Sell	362,847 -3,750	-1%	-$723K	1.1%	18
2023 Q3	$69.3M	Buy	366,597 +30,495	+9%	+$6.08M	1.14%	18
2023 Q2	$66.8M	Sell	336,102 -2,430	-0.7%	-$459K	1.09%	18
2023 Q1	$64.2M	Buy	338,532 +5,341	+2%	+$1.04M	1.1%	19
2022 Q4	$61.2M	Buy	333,191 +6,432	+2%	+$1.19M	1.11%	19
2022 Q3	$55.8M	Buy	326,759 +50,098	+18%	+$9.46M	1.17%	16
2022 Q2	$48.7M	Buy	276,661 +9,165	+3%	+$1.77M	1.02%	18
2022 Q1	$56.8M	Buy	267,496 +35,638	+15%	+$7.5M	1.28%	14
2021 Q4	$52.4M	Buy	231,858 +12,223	+6%	+$2.78M	1.16%	15
2021 Q3	$48M	Sell	219,635 -9,340	-4%	-$2.08M	1%	17
2021 Q2	$51.6M	Sell	228,975 -3,210	-1%	-$711K	1.36%	15
2021 Q1	$49.7M	Buy	232,185 +422	+0.2%	+$88.9K	1.18%	17
2020 Q4	$45.1M	Buy	231,763 +153,802	+197%	+$27.1M	1.34%	15
2020 Q3	$12M	Buy	77,961 +9,874	+15%	+$1.52M	0.71%	21
2020 Q2	$9.92M	Sell	68,087 -126,348	-65%	-$17M	0.69%	23
2020 Q1	$22.4M	Buy	+194,435	New	+$29.2M	0.94%	21
2019 Q1	–	Sell	-550	Closed	-$73K	–	757
2018 Q4	$73K	Buy	+550	New	+$80.1K	0.01%	143

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

Wealthspire Advisors (New York)'s VB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.9% in Q2 2026, selling an estimated $3.32M and leaving 389,955 shares worth $118M. The position accounts for 0.65% of the portfolio, ranked #28.

Wealthspire Advisors (New York) first reported a position in VB in Q4 2018 and has held it in 27 quarters since. The position peaked at $202M in Q3 2025. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Wealthspire Advisors (New York) held 389,955 shares of Vanguard Morningstar Small-Cap ETF worth $118M as of Q2 2026.
Wealthspire Advisors (New York) sold 11,581 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.32M.
Vanguard Morningstar Small-Cap ETF made up 0.65% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #28 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 27 quarters since.
Wealthspire Advisors (New York)'s Vanguard Morningstar Small-Cap ETF position peaked at $202M in Q3 2025.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.