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Wellington Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wellington Group’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 		– Sell
-467
Closed -$122K – 364
2026
Q1 		$122K Buy
467
+170
+57% +$46K 0.04% 176
2025
Q4 		$76.6K Buy
+297
New +$76.1K 0.03% 211

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

Wellington Group's VB Position: Q2 2026 in Review

Wellington Group sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 467 shares — an estimated $122K sold.

Wellington Group first reported a position in VB in Q4 2025 and held it in 2 quarters. The position peaked at $122K in Q1 2026. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wellington Group reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 467 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $122K.
  • Wellington Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Wellington Group's Vanguard Morningstar Small-Cap ETF position peaked at $122K in Q1 2026.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.