Winthrop Capital Management
VB icon

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
Q3 		$989K Sell
3,478
-35
-1% -$10.4K 0.24% 68
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Winthrop Capital Management's VB Position: Q3 2026 in Review

Winthrop Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1% in Q3 2026, selling an estimated $10.4K and leaving 3,478 shares worth $989K. The position accounts for 0.24% of the portfolio, ranked #68.

Winthrop Capital Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q2 2026. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Winthrop Capital Management held 3,478 shares of Vanguard Morningstar Small-Cap ETF worth $989K as of Q3 2026.
  • Winthrop Capital Management sold 35 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $10.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.24% of Winthrop Capital Management's portfolio in Q3 2026, its #68 holding.
  • Winthrop Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Winthrop Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.06M in Q2 2026.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Winthrop Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.