Winch Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Winch Advisory Services’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	$119K	Buy	392 +265	+209%	+$75.9K	0.02%	134
2026 Q1	$33.3K	Hold	127	–	–	0.01%	207
2025 Q4	$32.8K	Buy	127 +1	+0.8%	+$256	0.01%	203
2025 Q3	$32.1K	Hold	126	–	–	0.01%	201
2025 Q2	$29.8K	Sell	126 -28	-18%	-$6.25K	0.01%	201
2025 Q1	$34.2K	Buy	154 +1	+0.7%	+$239	0.01%	180
2024 Q4	$36.9K	Sell	153 -45	-23%	-$11.1K	0.01%	180
2024 Q3	$47.1K	Buy	198 +46	+30%	+$10.5K	0.01%	159
2024 Q2	$33.1K	Hold	152	–	–	0.01%	178
2024 Q1	$34.7K	Buy	152 +1	+0.7%	+$215	0.01%	174
2023 Q4	$32.3K	Hold	151	–	–	0.01%	175
2023 Q3	$28K	Buy	151 +1	+0.7%	+$199	0.01%	177
2023 Q2	$30K	Buy	150 +1	+0.7%	+$189	0.01%	166
2023 Q1	$28K	Hold	149	–	–	0.01%	171
2022 Q4	$27K	Sell	149 -762	-84%	-$141K	0.01%	166
2022 Q3	$156K	Buy	911 +18	+2%	+$3.4K	0.07%	75
2022 Q2	$157K	Hold	893	–	–	0.06%	77
2022 Q1	$190K	Sell	893 -234	-21%	-$49.3K	0.07%	77
2021 Q4	$255K	Buy	1,127 +2	+0.2%	+$454	0.08%	71
2021 Q3	$246K	Sell	1,125 -12	-1%	-$2.67K	0.09%	66
2021 Q2	$256K	Buy	1,137 +999	+724%	+$221K	0.09%	65
2021 Q1	$30K	Hold	138	–	–	0.01%	153
2020 Q4	$27K	Buy	138 +68	+97%	+$12K	0.01%	135
2020 Q3	$11K	Hold	70	–	–	﹤0.01%	198
2020 Q2	$10K	Hold	70	–	–	﹤0.01%	199
2020 Q1	$8K	Buy	+70	New	+$10.5K	﹤0.01%	191
2015 Q3	–	Sell	-10,383	Closed	-$1.26M	–	280
2015 Q2	$1.26M	Buy	10,383 +10,266	+8,774%	+$1.26M	0.69%	40
2015 Q1	$14K	Buy	+117	New	+$13.9K	0.01%	126
2014 Q4	–	Sell	-108	Closed	-$12K	–	170
2014 Q3	$12K	Hold	108	–	–	0.01%	122
2014 Q2	$13K	Hold	108	–	–	0.01%	153
2014 Q1	$12K	Buy	+108	New	+$12K	0.01%	169

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

Winch Advisory Services's VB Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 209% in Q2 2026, buying an estimated $75.9K and bringing the position to 392 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #134.

Winch Advisory Services first reported a position in VB in Q1 2014 and has held it in 31 quarters since. The position peaked at $1.26M in Q2 2015. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Winch Advisory Services held 392 shares of Vanguard Morningstar Small-Cap ETF worth $119K as of Q2 2026.
Winch Advisory Services bought 265 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $75.9K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #134 holding.
Winch Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2014 and has held it in 31 quarters since.
Winch Advisory Services's Vanguard Morningstar Small-Cap ETF position peaked at $1.26M in Q2 2015.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.