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Allen Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Allen Investment 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
Q2 		$399K Hold
1,315
– – ﹤0.01% 199
2026
Q1 		$344K Hold
1,315
– – ﹤0.01% 204
2025
Q4 		$339K Buy
+1,315
New +$337K ﹤0.01% 201

Other funds holding VB

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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

Allen Investment Management's VB Position: Q2 2026 in Review

Allen Investment Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,315 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Allen Investment Management first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 1,760 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Allen Investment Management held 1,315 shares of Vanguard Morningstar Small-Cap ETF worth $399K as of Q2 2026.
  • Allen Investment Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Allen Investment Management's portfolio in Q2 2026, its #199 holding.
  • Allen Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.