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Accredited Investors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Accredited Investors’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 		$7.49M Sell
24,724
-1,356
-5% -$389K 0.32% 40
2026
Q1 		$6.83M Buy
26,080
+779
+3% +$211K 0.37% 38
2025
Q4 		$6.53M Sell
25,301
-181
-0.7% -$46.4K 0.35% 41
2025
Q3 		$6.48M Buy
25,482
+26
+0.1% +$6.45K 0.36% 39
2025
Q2 		$6.03M Buy
25,456
+11,523
+83% +$2.57M 0.36% 39
2025
Q1 		$3.09M Buy
13,933
+439
+3% +$105K 0.19% 48
2024
Q4 		$3.24M Buy
13,494
+15
+0.1% +$3.69K 0.19% 48
2024
Q3 		$3.2M Buy
13,479
+29
+0.2% +$6.59K 0.18% 48
2024
Q2 		$2.93M Sell
13,450
-24
-0.2% -$5.27K 0.18% 46
2024
Q1 		$3.08M Buy
13,474
+67
+0.5% +$14.4K 0.2% 48
2023
Q4 		$2.86M Sell
13,407
-1,000
-7% -$193K 0.2% 49
2023
Q3 		$2.72M Hold
14,407
– – 0.2% 44
2023
Q2 		$2.87M Sell
14,407
-82
-0.6% -$15.5K 0.2% 43
2023
Q1 		$2.75M Sell
14,489
-364
-2% -$70.6K 0.21% 41
2022
Q4 		$2.73M Sell
14,853
-688
-4% -$128K 0.23% 41
2022
Q3 		$2.66M Buy
15,541
+553
+4% +$104K 0.31% 39
2022
Q2 		$2.64M Buy
14,988
+777
+5% +$150K 0.31% 39
2022
Q1 		$3.02M Buy
14,211
+1,146
+9% +$241K 0.27% 38
2021
Q4 		$2.95M Sell
13,065
-211
-2% -$47.9K 0.26% 38
2021
Q3 		$2.9M Sell
13,276
-541
-4% -$120K 0.31% 33
2021
Q2 		$3.11M Sell
13,817
-995
-7% -$221K 0.32% 33
2021
Q1 		$3.17M Sell
14,812
-2,742
-16% -$578K 0.42% 32
2020
Q4 		$3.42M Sell
17,554
-93
-0.5% -$16.4K 0.57% 23
2020
Q3 		$2.71M Sell
17,647
-12,504
-41% -$1.92M 0.57% 23
2020
Q2 		$4.39M Sell
30,151
-47,000
-61% -$6.31M 0.89% 19
2020
Q1 		$8.91M Sell
77,151
-45,899
-37% -$6.9M 2.1% 12
2019
Q4 		$20.4M Sell
123,050
-218
-0.2% -$34.7K 3.46% 7
2019
Q3 		$19M Buy
123,268
+148
+0.1% +$22.9K 3.65% 7
2019
Q2 		$19.3M Sell
123,120
-1,362
-1% -$210K 3.77% 8
2019
Q1 		$19M Buy
124,482
+2,468
+2% +$367K 3.83% 8
2018
Q4 		$16.1M Buy
+122,014
New +$17.8M 3.6% 9
2017
Q2 		– Sell
-1,924
Closed -$256K – 113
2017
Q1 		$256K Buy
+1,924
New +$255K 0.06% 85

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

Accredited Investors's VB Position: Q2 2026 in Review

Accredited Investors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.2% in Q2 2026, selling an estimated $389K and leaving 24,724 shares worth $7.49M. The position accounts for 0.32% of the portfolio, ranked #40.

Accredited Investors first reported a position in VB in Q1 2017 and has held it in 32 quarters since. The position peaked at $20.4M in Q4 2019. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Accredited Investors held 24,724 shares of Vanguard Morningstar Small-Cap ETF worth $7.49M as of Q2 2026.
  • Accredited Investors sold 1,356 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $389K.
  • Vanguard Morningstar Small-Cap ETF made up 0.32% of Accredited Investors's portfolio in Q2 2026, its #40 holding.
  • Accredited Investors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 32 quarters since.
  • Accredited Investors's Vanguard Morningstar Small-Cap ETF position peaked at $20.4M in Q4 2019.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.