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WPG Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

WPG Advisers’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 		$37K Hold
122
– – 0.02% 384
2026
Q1 		$32K Sell
122
-1,218
-91% -$330K 0.02% 373
2025
Q4 		$346K Sell
1,340
-166
-11% -$42.5K 0.26% 58
2025
Q3 		$383K Sell
1,506
-7,573
-83% -$1.88M 0.3% 50
2025
Q2 		$2.15M Buy
9,079
+294
+3% +$65.6K 1.81% 13
2025
Q1 		$1.95M Sell
8,785
-886
-9% -$212K 1.82% 11
2024
Q4 		$2.32M Buy
+9,671
New +$2.38M 2.16% 9

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPG Advisers's VB Position: Q2 2026 in Review

WPG Advisers held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 122 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #384.

WPG Advisers first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q4 2024. 1,760 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • WPG Advisers held 122 shares of Vanguard Morningstar Small-Cap ETF worth $37K as of Q2 2026.
  • WPG Advisers left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #384 holding.
  • WPG Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Vanguard Morningstar Small-Cap ETF position peaked at $2.32M in Q4 2024.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.