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Ameritas Investment Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ameritas Investment Partners’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
Q1 		$3.44M Buy
13,117
+29
+0.2% +$7.85K 0.11% 182
2025
Q4 		$3.38M Buy
13,088
+330
+3% +$84.5K 0.1% 180
2025
Q3 		$3.24M Buy
12,758
+649
+5% +$161K 0.1% 190
2025
Q2 		$2.87M Buy
12,109
+824
+7% +$184K 0.09% 216
2025
Q1 		$2.5M Buy
11,285
+1,549
+16% +$370K 0.09% 231
2024
Q4 		$2.34M Sell
9,736
-18,316
-65% -$4.51M 0.08% 271
2024
Q3 		$6.65M Buy
28,052
+1,152
+4% +$262K 0.22% 62
2024
Q2 		$5.87M Buy
26,900
+1,683
+7% +$370K 0.2% 70
2024
Q1 		$5.76M Buy
25,217
+1,670
+7% +$359K 0.2% 75
2023
Q4 		$5.02M Buy
23,547
+668
+3% +$129K 0.18% 80
2023
Q3 		$4.33M Buy
22,879
+453
+2% +$90.3K 0.17% 92
2023
Q2 		$4.46M Buy
22,426
+1,014
+5% +$192K 0.17% 93
2023
Q1 		$4.06M Buy
21,412
+1,641
+8% +$318K 0.16% 109
2022
Q4 		$3.63M Sell
19,771
-653
-3% -$121K 0.15% 128
2022
Q3 		$3.49M Buy
20,424
+4,503
+28% +$850K 0.16% 116
2022
Q2 		$2.8M Buy
15,921
+1,282
+9% +$248K 0.12% 147
2022
Q1 		$3.11M Buy
14,639
+1,259
+9% +$265K 0.11% 170
2021
Q4 		$3.02M Buy
13,380
+1,631
+14% +$371K 0.1% 201
2021
Q3 		$2.57M Buy
11,749
+1,010
+9% +$225K 0.09% 223
2021
Q2 		$2.42M Buy
10,739
+879
+9% +$195K 0.09% 260
2021
Q1 		$2.11M Buy
9,860
+590
+6% +$124K 0.08% 274
2020
Q4 		$1.8M Buy
9,270
+975
+12% +$172K 0.08% 297
2020
Q3 		$1.27M Buy
8,295
+549
+7% +$84.3K 0.06% 371
2020
Q2 		$1.13M Buy
7,746
+606
+8% +$81.4K 0.05% 401
2020
Q1 		$824K Buy
7,140
+262
+4% +$39.4K 0.05% 444
2019
Q4 		$1.14M Buy
6,878
+533
+8% +$84.9K 0.05% 469
2019
Q3 		$976K Buy
6,345
+144
+2% +$22.3K 0.04% 510
2019
Q2 		$971K Buy
6,201
+351
+6% +$54.2K 0.04% 528
2019
Q1 		$893K Buy
5,850
+155
+3% +$23K 0.04% 555
2018
Q4 		$751K Sell
5,695
-17
-0.3% -$2.48K 0.04% 580
2018
Q3 		$928K Buy
5,712
+103
+2% +$16.7K 0.04% 566
2018
Q2 		$873K Buy
5,609
+509
+10% +$77.9K 0.04% 582
2018
Q1 		$749K Buy
5,100
+536
+12% +$80K 0.04% 627
2017
Q4 		$3.77M Buy
4,564
+522
+13% +$75.5K 0.17% 114
2017
Q3 		$571K Buy
4,042
+524
+15% +$71.4K 0.03% 709
2017
Q2 		$476K Buy
3,518
+436
+14% +$58.4K 0.02% 768
2017
Q1 		$410K Buy
3,082
+222
+8% +$29.4K 0.02% 798
2016
Q4 		$368K Buy
2,860
+707
+33% +$87.7K 0.02% 813
2016
Q3 		$263K Buy
2,153
+311
+17% +$37.6K 0.01% 905
2016
Q2 		$213K Buy
1,842
+165
+10% +$18.7K 0.01% 925
2016
Q1 		$187K Buy
1,677
+548
+49% +$56.8K 0.01% 953
2015
Q4 		$124K Buy
1,129
+629
+126% +$71.3K 0.01% 969
2015
Q3 		$53K Buy
500
+360
+257% +$42.1K ﹤0.01% 1000
2015
Q2 		$17K Buy
+140
New +$17.2K ﹤0.01% 1102

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameritas Investment Partners's VB Position: Q1 2026 in Review

Ameritas Investment Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.22% in Q1 2026, buying an estimated $7.85K and bringing the position to 13,117 shares worth $3.44M. The position accounts for 0.11% of the portfolio, ranked #182.

Ameritas Investment Partners first reported a position in VB in Q2 2015 and has held it in 44 quarters since. The position peaked at $6.65M in Q3 2024. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Ameritas Investment Partners held 13,117 shares of Vanguard Morningstar Small-Cap ETF worth $3.44M as of Q1 2026.
  • Ameritas Investment Partners bought 29 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $7.85K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Ameritas Investment Partners's portfolio in Q1 2026, its #182 holding.
  • Ameritas Investment Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2015 and has held it in 44 quarters since.
  • Ameritas Investment Partners's Vanguard Morningstar Small-Cap ETF position peaked at $6.65M in Q3 2024.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.