West Paces Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

West Paces Advisors’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	$342K	Buy	1,129 +1,057	+1,468%	+$303K	0.06%	128
2026 Q1	$18.9K	Hold	72	–	–	﹤0.01%	187
2025 Q4	$18.6K	Hold	72	–	–	﹤0.01%	182
2025 Q3	$18.3K	Hold	72	–	–	﹤0.01%	172
2025 Q2	$17.1K	Hold	72	–	–	﹤0.01%	185
2025 Q1	$16K	Hold	72	–	–	﹤0.01%	310
2024 Q4	$17.3K	Hold	72	–	–	﹤0.01%	309
2024 Q3	$17.1K	Hold	72	–	–	﹤0.01%	313
2024 Q2	$15.7K	Hold	72	–	–	﹤0.01%	312
2024 Q1	$16.5K	Hold	72	–	–	﹤0.01%	323
2023 Q4	$15.4K	Hold	72	–	–	﹤0.01%	326
2023 Q3	$13.6K	Hold	72	–	–	﹤0.01%	327
2023 Q2	$14.3K	Hold	72	–	–	﹤0.01%	337
2023 Q1	$13.6K	Hold	72	–	–	﹤0.01%	344
2022 Q4	$13.2K	Hold	72	–	–	﹤0.01%	329
2022 Q3	$12.3K	Hold	72	–	–	﹤0.01%	327
2022 Q2	$12.7K	Sell	72 -263	-79%	-$50.8K	﹤0.01%	345
2022 Q1	$71.2K	Hold	335	–	–	0.02%	201
2021 Q4	$75.7K	Buy	335 +72	+27%	+$16.4K	0.02%	199
2021 Q3	$57.5K	Buy	+263	New	+$58.5K	0.02%	200

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

West Paces Advisors's VB Position: Q2 2026 in Review

West Paces Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1,468% in Q2 2026, buying an estimated $303K and bringing the position to 1,129 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #128.

West Paces Advisors first reported a position in VB in Q3 2021 and has held it in 20 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

West Paces Advisors held 1,129 shares of Vanguard Morningstar Small-Cap ETF worth $342K as of Q2 2026.
West Paces Advisors bought 1,057 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $303K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of West Paces Advisors's portfolio in Q2 2026, its #128 holding.
West Paces Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.