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WIT LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

WIT LLC’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 		$64.6M Sell
213,076
-51,145
-19% -$14.7M 1.03% 13
2026
Q1 		$69.2M Sell
264,221
-131
-0% -$35.5K 1.31% 11
2025
Q4 		$68.2M Buy
264,352
+3,797
+1% +$973K 1.37% 9
2025
Q3 		$66.3M Buy
260,555
+15,700
+6% +$3.89M 1.5% 8
2025
Q2 		$58M Sell
244,855
-2,003,539
-89% -$447M 1.44% 10
2025
Q1 		$266M Buy
2,248,394
+1,364,581
+154% +$326M 7.57% 3
2024
Q4 		$102M Sell
883,813
-45,187
-5% -$11.1M 3.27% 4
2024
Q3 		$111M Buy
929,000
+719,000
+342% +$163M 3.21% 4
2024
Q2 		$45.8M Hold
210,000
– – 1.38% 10
2024
Q1 		$48M Sell
210,000
-53,000
-20% -$11.4M 1.46% 10
2023
Q4 		$56.1M Sell
263,000
-375,000
-59% -$72.3M 2.16% 6
2023
Q3 		$121M Sell
638,000
-107,000
-14% -$21.3M 3.5% 6
2023
Q2 		$148M Hold
745,000
– – 3.8% 6
2023
Q1 		$141M Buy
745,000
+375,000
+101% +$72.7M 3.59% 7
2022
Q4 		$68.9M Hold
370,000
– – 1.89% 9
2022
Q3 		$63.2M Sell
370,000
-375,000
-50% -$70.8M 1.8% 9
2022
Q2 		$131M Hold
745,000
– – 3.24% 7
2022
Q1 		$158M Sell
745,000
-23
-0% -$4.84K 3.12% 9
2021
Q4 		$168M Hold
745,023
– – 3.78% 6
2021
Q3 		$163M Hold
745,023
– – 3.25% 7
2021
Q2 		$168M Sell
745,023
-126,480
-15% -$28M 3.37% 8
2021
Q1 		$187M Hold
871,503
– – 4.14% 7
2020
Q4 		$170M Buy
+871,503
New +$154M 4.48% 7

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

WIT LLC's VB Position: Q2 2026 in Review

WIT LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q2 2026, selling an estimated $14.7M and leaving 213,076 shares worth $64.6M. The position accounts for 1.03% of the portfolio, ranked #13.

WIT LLC first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $266M in Q1 2025. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • WIT LLC held 213,076 shares of Vanguard Morningstar Small-Cap ETF worth $64.6M as of Q2 2026.
  • WIT LLC sold 51,145 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $14.7M.
  • Vanguard Morningstar Small-Cap ETF made up 1.03% of WIT LLC's portfolio in Q2 2026, its #13 holding.
  • WIT LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • WIT LLC's Vanguard Morningstar Small-Cap ETF position peaked at $266M in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on WIT LLC's 13F filing for Q2 2026, filed 14 Aug 2026.