WWWM
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White Wing Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

White Wing Wealth Management’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 		$16.7M Sell
55,140
-310
-0.6% -$88.8K 8.72% 4
2026
Q1 		$14.5M Buy
55,450
+109
+0.2% +$29.5K 8.72% 4
2025
Q4 		$14.3M Buy
55,341
+955
+2% +$245K 8.52% 4
2025
Q3 		$13.9M Buy
54,386
+997
+2% +$247K 8.61% 4
2025
Q2 		$12.7M Buy
53,389
+1,321
+3% +$295K 8.57% 5
2025
Q1 		$10.8M Buy
52,068
+3,155
+6% +$753K 8.4% 4
2024
Q4 		$11.8M Buy
48,913
+436
+0.9% +$107K 8.74% 3
2024
Q3 		$11.5M Sell
48,477
-332
-0.7% -$75.4K 8.86% 4
2024
Q2 		$10.6M Sell
48,809
-1,016
-2% -$223K 8.52% 4
2024
Q1 		$11.3M Sell
49,825
-310
-0.6% -$66.7K 9.37% 4
2023
Q4 		$10.5M Buy
+50,135
New +$9.66M 9.69% 4

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

White Wing Wealth Management's VB Position: Q2 2026 in Review

White Wing Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.56% in Q2 2026, selling an estimated $88.8K and leaving 55,140 shares worth $16.7M. The position accounts for 8.72% of the portfolio, ranked #4.

White Wing Wealth Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 1,248 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • White Wing Wealth Management held 55,140 shares of Vanguard Morningstar Small-Cap ETF worth $16.7M as of Q2 2026.
  • White Wing Wealth Management sold 310 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $88.8K.
  • Vanguard Morningstar Small-Cap ETF made up 8.72% of White Wing Wealth Management's portfolio in Q2 2026, its #4 holding.
  • White Wing Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.