White Lighthouse Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.07M | Sell |
26,615
-310
| -1% | -$88.8K | 1.01% | 22 |
|
|
2026
Q1 | $7.05M | Buy |
26,925
+2,340
| +10% | +$633K | 0.98% | 22 |
|
|
2025
Q4 | $6.34M | Buy |
24,585
+824
| +3% | +$211K | 0.89% | 23 |
|
|
2025
Q3 | $6.04M | Sell |
23,761
-708
| -3% | -$176K | 0.92% | 22 |
|
|
2025
Q2 | $5.8M | Buy |
24,469
+319
| +1% | +$71.2K | 0.94% | 24 |
|
|
2025
Q1 | $5.36M | Sell |
24,150
-907
| -4% | -$217K | 0.96% | 24 |
|
|
2024
Q4 | $6.02M | Buy |
25,057
+175
| +0.7% | +$43.1K | 1.06% | 22 |
|
|
2024
Q3 | $5.9M | Sell |
24,882
-309
| -1% | -$70.2K | 1.06% | 22 |
|
|
2024
Q2 | $5.49M | Buy |
25,191
+1,592
| +7% | +$350K | 1.06% | 22 |
|
|
2024
Q1 | $5.39M | Buy |
23,599
+660
| +3% | +$142K | 1.1% | 22 |
|
|
2023
Q4 | $4.89M | Buy |
22,939
+1,912
| +9% | +$368K | 1.07% | 22 |
|
|
2023
Q3 | $3.98M | Buy |
21,027
+223
| +1% | +$44.4K | 0.97% | 24 |
|
|
2023
Q2 | $4.14M | Buy |
20,804
+651
| +3% | +$123K | 0.99% | 23 |
|
|
2023
Q1 | $3.82M | Buy |
20,153
+998
| +5% | +$194K | 0.96% | 24 |
|
|
2022
Q4 | $3.52M | Sell |
19,155
-611
| -3% | -$113K | 0.96% | 24 |
|
|
2022
Q3 | $3.38M | Buy |
19,766
+1,552
| +9% | +$293K | 0.98% | 24 |
|
|
2022
Q2 | $3.21M | Sell |
18,214
-123
| -0.7% | -$23.8K | 0.92% | 26 |
|
|
2022
Q1 | $3.9M | Sell |
18,337
-1,613
| -8% | -$340K | 0.99% | 24 |
|
|
2021
Q4 | $4.51M | Buy |
19,950
+556
| +3% | +$126K | 1.12% | 23 |
|
|
2021
Q3 | $4.24M | Buy |
19,394
+162
| +0.8% | +$36K | 1.14% | 25 |
|
|
2021
Q2 | $4.33M | Buy |
19,232
+1,193
| +7% | +$264K | 1.19% | 24 |
|
|
2021
Q1 | $3.86M | Buy |
18,039
+1,633
| +10% | +$344K | 1.18% | 23 |
|
|
2020
Q4 | $3.19M | Buy |
16,406
+785
| +5% | +$138K | 1.02% | 25 |
|
|
2020
Q3 | $2.4M | Buy |
15,621
+1,169
| +8% | +$180K | 0.83% | 30 |
|
|
2020
Q2 | $2.11M | Buy |
14,452
+3,110
| +27% | +$418K | 0.77% | 34 |
|
|
2020
Q1 | $1.31M | Sell |
11,342
-2,018
| -15% | -$303K | 0.55% | 42 |
|
|
2019
Q4 | $2.21M | Buy |
13,360
+447
| +3% | +$71.2K | 0.81% | 33 |
|
|
2019
Q3 | $1.99M | Buy |
12,913
+1,213
| +10% | +$188K | 0.8% | 34 |
|
|
2019
Q2 | $1.83M | Buy |
11,700
+1,710
| +17% | +$264K | 0.77% | 35 |
|
|
2019
Q1 | $1.53M | Buy |
9,990
+1,610
| +19% | +$239K | 0.7% | 37 |
|
|
2018
Q4 | $1.11M | Buy |
8,380
+2,555
| +44% | +$372K | 0.61% | 43 |
|
|
2018
Q3 | $947K | Buy |
5,825
+120
| +2% | +$19.4K | 0.48% | 50 |
|
|
2018
Q2 | $888K | Buy |
5,705
+149
| +3% | +$22.8K | 0.49% | 49 |
|
|
2018
Q1 | $816K | Sell |
5,556
-70
| -1% | -$10.4K | 0.47% | 51 |
|
|
2017
Q4 | $832K | Buy |
+5,626
| New | +$814K | 0.48% | 52 |
|
Other funds holding VB
White Lighthouse Investment Management's VB Position: Q2 2026 in Review
White Lighthouse Investment Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, selling an estimated $88.8K and leaving 26,615 shares worth $8.07M. The position accounts for 1.01% of the portfolio, ranked #22.
White Lighthouse Investment Management first reported a position in VB in Q4 2017 and has held it in 35 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- White Lighthouse Investment Management held 26,615 shares of Vanguard Morningstar Small-Cap ETF worth $8.07M as of Q2 2026.
- White Lighthouse Investment Management sold 310 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $88.8K.
- Vanguard Morningstar Small-Cap ETF made up 1.01% of White Lighthouse Investment Management's portfolio in Q2 2026, its #22 holding.
- White Lighthouse Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.