American Money Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

American Money 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	$921K	Sell	3,037 -359	-11%	-$103K	0.13%	86
2026 Q1	$890K	Sell	3,396 -11	-0.3%	-$2.98K	0.14%	79
2025 Q4	$879K	Sell	3,407 -110	-3%	-$28.2K	0.14%	75
2025 Q3	$894K	Sell	3,517 -178	-5%	-$44.1K	0.15%	70
2025 Q2	$876K	Sell	3,695 -7	-0.2%	-$1.56K	0.15%	67
2025 Q1	$821K	Sell	3,702 -252	-6%	-$60.2K	0.16%	69
2024 Q4	$950K	Sell	3,954 -309	-7%	-$76K	0.19%	67
2024 Q3	$1.01M	Sell	4,263 -32	-0.7%	-$7.27K	0.2%	67
2024 Q2	$936K	Sell	4,295 -37	-0.9%	-$8.13K	0.2%	70
2024 Q1	$990K	Sell	4,332 -53	-1%	-$11.4K	0.21%	73
2023 Q4	$935K	Sell	4,385 -16	-0.4%	-$3.08K	0.21%	71
2023 Q3	$832K	Sell	4,401 -257	-6%	-$51.2K	0.21%	71
2023 Q2	$926K	Sell	4,658 -44	-0.9%	-$8.31K	0.23%	72
2023 Q1	$891K	Sell	4,702 -339	-7%	-$65.7K	0.24%	71
2022 Q4	$925K	Sell	5,041 -348	-6%	-$64.5K	0.26%	68
2022 Q3	$921K	Sell	5,389 -6	-0.1%	-$1.13K	0.28%	68
2022 Q2	$950K	Sell	5,395 -667	-11%	-$129K	0.28%	67
2022 Q1	$1.29M	Sell	6,062 -25	-0.4%	-$5.26K	0.34%	60
2021 Q4	$1.38M	Sell	6,087 -163	-3%	-$37K	0.36%	60
2021 Q3	$1.37M	Buy	+6,250	New	+$1.39M	0.39%	57

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

American Money Management's VB Position: Q2 2026 in Review

American Money Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, selling an estimated $103K and leaving 3,037 shares worth $921K. The position accounts for 0.13% of the portfolio, ranked #86.

American Money Management first reported a position in VB in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.38M in Q4 2021. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

American Money Management held 3,037 shares of Vanguard Morningstar Small-Cap ETF worth $921K as of Q2 2026.
American Money Management sold 359 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $103K.
Vanguard Morningstar Small-Cap ETF made up 0.13% of American Money Management's portfolio in Q2 2026, its #86 holding.
American Money Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
American Money Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.38M in Q4 2021.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.