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Ancora Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ancora Advisors’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 		$9.21M Sell
30,370
-140
-0.5% -$40.1K 0.18% 132
2026
Q1 		$7.99M Sell
30,510
-126
-0.4% -$34.1K 0.17% 136
2025
Q4 		$7.9M Sell
30,636
-131
-0.4% -$33.6K 0.16% 136
2025
Q3 		$7.82M Sell
30,767
-70
-0.2% -$17.4K 0.16% 137
2025
Q2 		$7.31M Sell
30,837
-344
-1% -$76.7K 0.15% 138
2025
Q1 		$6.91M Sell
31,181
-247
-0.8% -$59K 0.15% 133
2024
Q4 		$7.55M Sell
31,428
-256
-0.8% -$63K 0.17% 125
2024
Q3 		$7.52M Buy
31,684
+52
+0.2% +$11.8K 0.17% 121
2024
Q2 		$6.9M Sell
31,632
-598
-2% -$131K 0.17% 121
2024
Q1 		$7.37M Buy
32,230
+3,944
+14% +$848K 0.17% 111
2023
Q4 		$6.03M Sell
28,286
-1,026
-4% -$198K 0.14% 141
2023
Q3 		$5.54M Sell
29,312
-193
-0.7% -$38.5K 0.15% 143
2023
Q2 		$5.87M Sell
29,505
-11
-0% -$2.08K 0.15% 123
2023
Q1 		$5.6M Sell
29,516
-227
-0.8% -$44K 0.16% 129
2022
Q4 		$5.46M Sell
29,743
-86
-0.3% -$15.9K 0.16% 129
2022
Q3 		$5.1M Sell
29,829
-30,785
-51% -$5.81M 0.16% 129
2022
Q2 		$10.7M Sell
60,614
-932
-2% -$180K 0.3% 69
2022
Q1 		$13.1M Buy
61,546
+2,099
+4% +$442K 0.32% 69
2021
Q4 		$13.4M Sell
59,447
-1,725
-3% -$392K 0.32% 72
2021
Q3 		$13.4M Buy
61,172
+343
+0.6% +$76.3K 0.35% 74
2021
Q2 		$13.7M Buy
60,829
+2,790
+5% +$618K 0.36% 70
2021
Q1 		$12.4M Buy
58,039
+10,124
+21% +$2.13M 0.34% 76
2020
Q4 		$9.33M Buy
47,915
+17,364
+57% +$3.06M 0.3% 83
2020
Q3 		$4.7M Buy
30,551
+273
+0.9% +$41.9K 0.19% 133
2020
Q2 		$4.41M Buy
30,278
+50
+0.2% +$6.71K 0.18% 127
2020
Q1 		$3.49M Buy
30,228
+24,788
+456% +$3.73M 0.16% 156
2019
Q4 		$901K Buy
5,440
+3,039
+127% +$484K 0.03% 386
2019
Q3 		$369K Sell
2,401
-55
-2% -$8.53K 0.02% 506
2019
Q2 		$385K Sell
2,456
-496
-17% -$76.7K 0.02% 465
2019
Q1 		$451K Buy
2,952
+616
+26% +$91.6K 0.02% 445
2018
Q4 		$308K Sell
2,336
-375
-14% -$54.6K 0.01% 495
2018
Q3 		$441K Buy
2,711
+305
+13% +$49.3K 0.02% 510
2018
Q2 		$375K Sell
2,406
-69
-3% -$10.6K 0.02% 539
2018
Q1 		$363K Buy
2,475
+344
+16% +$51.4K 0.02% 534
2017
Q4 		$314K Buy
2,131
+193
+10% +$27.9K 0.02% 522
2017
Q3 		$273K Sell
1,938
-14
-0.7% -$1.91K 0.02% 565
2017
Q2 		$265K Sell
1,952
-41
-2% -$5.5K 0.02% 531
2017
Q1 		$266K Sell
1,993
-117
-6% -$15.5K 0.02% 534
2016
Q4 		$272K Buy
2,110
+311
+17% +$38.6K 0.02% 501
2016
Q3 		$220K Buy
+1,799
New +$218K 0.02% 462
2013
Q3 		– Sell
-47,922
Closed -$4.49M – 415
2013
Q2 		$4.49M Buy
+47,922
New +$4.43M 0.77% 30

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

Ancora Advisors's VB Position: Q2 2026 in Review

Ancora Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.46% in Q2 2026, selling an estimated $40.1K and leaving 30,370 shares worth $9.21M. The position accounts for 0.18% of the portfolio, ranked #132.

Ancora Advisors first reported a position in VB in Q2 2013 and has held it in 41 quarters since. The position peaked at $13.7M in Q2 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Ancora Advisors held 30,370 shares of Vanguard Morningstar Small-Cap ETF worth $9.21M as of Q2 2026.
  • Ancora Advisors sold 140 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $40.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Ancora Advisors's portfolio in Q2 2026, its #132 holding.
  • Ancora Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 41 quarters since.
  • Ancora Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $13.7M in Q2 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.