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Winter & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Winter & Associates’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 		$6.53M Buy
21,535
+8,905
+71% +$2.55M 4.9% 5
2026
Q1 		$3.35M Buy
12,630
+3,616
+40% +$979K 2.94% 12
2025
Q4 		$2.33M Buy
+9,014
New +$2.31M 2.15% 14

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

Winter & Associates's VB Position: Q2 2026 in Review

Winter & Associates increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 71% in Q2 2026, buying an estimated $2.55M and bringing the position to 21,535 shares worth $6.53M. The position accounts for 4.9% of the portfolio, ranked #5.

Winter & Associates first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Winter & Associates held 21,535 shares of Vanguard Morningstar Small-Cap ETF worth $6.53M as of Q2 2026.
  • Winter & Associates bought 8,905 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.55M.
  • Vanguard Morningstar Small-Cap ETF made up 4.9% of Winter & Associates's portfolio in Q2 2026, its #5 holding.
  • Winter & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.