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Wedmont Private Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wedmont Private Capital’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 		$18M Buy
60,211
+160
+0.3% +$45.9K 0.49% 33
2026
Q1 		$16.4M Buy
60,051
+2,444
+4% +$661K 0.53% 29
2025
Q4 		$15.4M Buy
57,607
+1,337
+2% +$343K 0.54% 32
2025
Q3 		$14.4M Sell
56,270
-350
-0.6% -$86.8K 0.53% 30
2025
Q2 		$13.8M Buy
56,620
+1,486
+3% +$332K 0.59% 27
2025
Q1 		$11.3M Sell
55,134
-19,108
-26% -$4.56M 0.58% 28
2024
Q4 		$17.7M Buy
74,242
+13,000
+21% +$3.2M 0.93% 18
2024
Q3 		$14.4M Buy
61,242
+9,732
+19% +$2.21M 0.82% 19
2024
Q2 		$11.6M Buy
51,510
+4,515
+10% +$991K 0.73% 24
2024
Q1 		$10.6M Buy
46,995
+1,583
+3% +$341K 0.77% 21
2023
Q4 		$9.54M Buy
45,412
+735
+2% +$142K 0.78% 22
2023
Q3 		$8.35M Buy
44,677
+3,946
+10% +$786K 0.84% 20
2023
Q2 		$8.28M Buy
40,731
+14,538
+56% +$2.75M 0.89% 17
2023
Q1 		$4.89M Sell
26,193
-143
-0.5% -$27.7K 0.65% 23
2022
Q4 		$4.94M Buy
26,336
+5,882
+29% +$1.09M 0.74% 20
2022
Q3 		$3.5M Sell
20,454
-1,265
-6% -$239K 0.7% 27
2022
Q2 		$3.83M Buy
21,719
+5,802
+36% +$1.12M 0.82% 20
2022
Q1 		$3.42M Buy
15,917
+3,304
+26% +$696K 0.76% 25
2021
Q4 		$2.78M Buy
+12,613
New +$2.87M 0.86% 22

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

Wedmont Private Capital's VB Position: Q2 2026 in Review

Wedmont Private Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.27% in Q2 2026, buying an estimated $45.9K and bringing the position to 60,211 shares worth $18M. The position accounts for 0.49% of the portfolio, ranked #33.

Wedmont Private Capital first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wedmont Private Capital held 60,211 shares of Vanguard Morningstar Small-Cap ETF worth $18M as of Q2 2026.
  • Wedmont Private Capital bought 160 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $45.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.49% of Wedmont Private Capital's portfolio in Q2 2026, its #33 holding.
  • Wedmont Private Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.