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Anderson Hoagland & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Anderson Hoagland & Co’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 		$2.03M Sell
6,695
-678
-9% -$194K 0.16% 95
2026
Q1 		$1.93M Buy
7,373
+42
+0.6% +$11.4K 0.17% 100
2025
Q4 		$1.89M Sell
7,331
-93
-1% -$23.8K 0.16% 102
2025
Q3 		$1.89M Sell
7,424
-3,090
-29% -$766K 0.17% 100
2025
Q2 		$2.49M Sell
10,514
-4
-0% -$892 0.24% 92
2025
Q1 		$2.04M Sell
10,518
-811
-7% -$194K 0.24% 94
2024
Q4 		$2.82M Sell
11,329
-2,656
-19% -$654K 0.29% 88
2024
Q3 		$3.31M Sell
13,985
-813
-5% -$185K 0.34% 82
2024
Q2 		$3.2M Sell
14,798
-857
-5% -$188K 0.34% 78
2024
Q1 		$3.45M Buy
15,655
+401
+3% +$86.3K 0.39% 74
2023
Q4 		$3.14M Buy
15,254
+72
+0.5% +$13.9K 0.38% 73
2023
Q3 		$2.87M Sell
15,182
-1
-0% -$199 0.38% 67
2023
Q2 		$3.02M Sell
15,183
-1,815
-11% -$343K 0.39% 66
2023
Q1 		$3.22M Buy
16,998
+329
+2% +$63.8K 0.46% 57
2022
Q4 		$3.19M Sell
16,669
-437
-3% -$81K 0.46% 57
2022
Q3 		$2.92M Sell
17,106
-1,560
-8% -$295K 0.47% 60
2022
Q2 		$3.4M Sell
18,666
-806
-4% -$156K 0.51% 51
2022
Q1 		$4.14M Sell
19,472
-710
-4% -$149K 0.53% 49
2021
Q4 		$4.19M Sell
20,182
-971
-5% -$221K 0.55% 50
2021
Q3 		$4.63M Sell
21,153
-165
-0.8% -$36.7K 0.59% 47
2021
Q2 		$4.8M Sell
21,318
-786
-4% -$174K 0.61% 47
2021
Q1 		$4.73M Buy
22,104
+60
+0.3% +$12.6K 0.67% 47
2020
Q4 		$4.29M Buy
+22,044
New +$3.89M 0.68% 43

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

Anderson Hoagland & Co's VB Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.2% in Q2 2026, selling an estimated $194K and leaving 6,695 shares worth $2.03M. The position accounts for 0.16% of the portfolio, ranked #95.

Anderson Hoagland & Co first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.8M in Q2 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Anderson Hoagland & Co held 6,695 shares of Vanguard Morningstar Small-Cap ETF worth $2.03M as of Q2 2026.
  • Anderson Hoagland & Co sold 678 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Anderson Hoagland & Co's portfolio in Q2 2026, its #95 holding.
  • Anderson Hoagland & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Anderson Hoagland & Co's Vanguard Morningstar Small-Cap ETF position peaked at $4.8M in Q2 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.