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

Zeit Capital’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	$9.4K	Hold	31	–	–	0.01%	48
2026 Q1	$8.12K	Hold	31	–	–	0.01%	47
2025 Q4	$8K	Hold	31	–	–	0.01%	26
2025 Q3	$7.88K	Hold	31	–	–	0.01%	26
2025 Q2	$7.35K	Hold	31	–	–	0.01%	27
2025 Q1	$6.87K	Hold	31	–	–	0.01%	25
2024 Q4	$7.76K	Buy	31 +1	+3%	+$246	0.01%	23
2024 Q3	$7.12K	Hold	30	–	–	0.01%	24
2024 Q2	$6.54K	Hold	30	–	–	0.01%	28
2024 Q1	$6.86K	Hold	30	–	–	0.01%	29
2023 Q4	$6.4K	Hold	30	–	–	0.01%	29
2023 Q3	$5.67K	Hold	30	–	–	0.01%	29
2023 Q2	$5.97K	Hold	30	–	–	0.01%	29
2023 Q1	$5.69K	Hold	30	–	–	0.01%	29
2022 Q4	$5.51K	Hold	30	–	–	0.01%	32
2022 Q3	$5K	Hold	30	–	–	0.01%	29
2022 Q2	$5K	Hold	30	–	–	﹤0.01%	32
2022 Q1	$6K	Sell	30 -25	-45%	-$5.26K	0.01%	32
2021 Q4	$12K	Hold	55	–	–	0.01%	30
2021 Q3	$12K	Hold	55	–	–	0.01%	29
2021 Q2	$12K	Hold	55	–	–	0.01%	30
2021 Q1	$12K	Hold	55	–	–	0.01%	32
2020 Q4	$10K	Buy	+55	New	+$9.7K	0.01%	32

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

Zeit Capital's VB Position: Q2 2026 in Review

Zeit Capital held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 31 shares worth $9.4K. The position accounts for 0.01% of the portfolio, ranked #48.

Zeit Capital first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $12K in Q4 2021. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Zeit Capital held 31 shares of Vanguard Morningstar Small-Cap ETF worth $9.4K as of Q2 2026.
Zeit Capital left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Zeit Capital's portfolio in Q2 2026, its #48 holding.
Zeit Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Zeit Capital's Vanguard Morningstar Small-Cap ETF position peaked at $12K in Q4 2021.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Zeit Capital's 13F filing for Q2 2026, filed 6 Aug 2026.