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 Q2	$1.06M	Buy	3,513 +65	+2%	+$18.6K	0.26%	66
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 $1.55T 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

Winthrop Capital Management's VB Position: Q2 2026 in Review

Winthrop Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.9% in Q2 2026, buying an estimated $18.6K and bringing the position to 3,513 shares worth $1.06M. The position accounts for 0.26% of the portfolio, ranked #66.

Winthrop Capital Management first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,483 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Winthrop Capital Management held 3,513 shares of Vanguard Morningstar Small-Cap ETF worth $1.06M as of Q2 2026.
Winthrop Capital Management bought 65 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $18.6K.
Vanguard Morningstar Small-Cap ETF made up 0.26% of Winthrop Capital Management's portfolio in Q2 2026, its #66 holding.
Winthrop Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.