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

Westmount 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
Q2 		$860K Hold
2,836
– – 0.19% 103
2026
Q1 		$743K Sell
2,836
-276
-9% -$74.7K 0.18% 102
2025
Q4 		$803K Hold
3,112
– – 0.2% 93
2025
Q3 		$793K Buy
3,112
+163
+6% +$40.4K 0.2% 92
2025
Q2 		$699K Buy
2,949
+57
+2% +$12.7K 0.19% 100
2025
Q1 		$641K Buy
2,892
+1,416
+96% +$338K 0.2% 106
2024
Q4 		$355K Sell
1,476
-159
-10% -$39.1K 0.11% 148
2024
Q3 		$388K Buy
1,635
+164
+11% +$37.3K 0.12% 146
2024
Q2 		$318K Buy
1,471
+9
+0.6% +$1.98K 0.11% 155
2024
Q1 		$334K Sell
1,462
-16
-1% -$3.44K 0.12% 150
2023
Q4 		$315K Buy
1,478
+400
+37% +$77.1K 0.13% 144
2023
Q3 		$204K Buy
1,078
+3
+0.3% +$598 0.09% 180
2023
Q2 		$214K Sell
1,075
-124
-10% -$23.4K 0.09% 168
2023
Q1 		$227K Buy
+1,199
New +$233K 0.11% 160

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

Westmount Partners's VB Position: Q2 2026 in Review

Westmount Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,836 shares worth $860K. The position accounts for 0.19% of the portfolio, ranked #103.

Westmount Partners first reported a position in VB in Q1 2023 and has held it in 14 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Westmount Partners held 2,836 shares of Vanguard Morningstar Small-Cap ETF worth $860K as of Q2 2026.
  • Westmount Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.19% of Westmount Partners's portfolio in Q2 2026, its #103 holding.
  • Westmount Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.