Winthrop Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Winthrop Capital 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 Q1	$903K	Sell	3,448 -168	-5%	-$45.5K	0.23%	71
2025 Q4	$933K	Hold	3,616	–	–	0.22%	73
2025 Q3	$919K	Hold	3,616	–	–	0.22%	71
2025 Q2	$857K	Hold	3,616	–	–	0.22%	75
2025 Q1	$802K	Hold	3,616	–	–	0.22%	77
2024 Q4	$868K	Hold	3,616	–	–	0.23%	78
2024 Q3	$858K	Buy	+3,616	New	+$822K	0.41%	39
2024 Q2	–	Sell	-3,508	Closed	-$802K	–	173
2024 Q1	$802K	Hold	3,508	–	–	0.37%	42
2023 Q4	$700K	Buy	+3,508	New	+$676K	0.23%	83

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Winthrop Capital Management's VB Position: Q1 2026 in Review

Winthrop Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.6% in Q1 2026, selling an estimated $45.5K and leaving 3,448 shares worth $903K. The position accounts for 0.23% of the portfolio, ranked #71.

Winthrop Capital Management first reported a position in VB in Q4 2023 and has held it in 9 quarters since. The position peaked at $933K in Q4 2025. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Winthrop Capital Management held 3,448 shares of Vanguard Morningstar Small-Cap ETF worth $903K as of Q1 2026.
Winthrop Capital Management sold 168 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $45.5K.
Vanguard Morningstar Small-Cap ETF made up 0.23% of Winthrop Capital Management's portfolio in Q1 2026, its #71 holding.
Winthrop Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Winthrop Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $933K in Q4 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.