Aspiriant LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Aspiriant LLC’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	$27.4M	Buy	90,467 +2,105	+2%	+$603K	0.68%	24
2026 Q1	$23.1M	Buy	88,362 +6,849	+8%	+$1.85M	0.66%	25
2025 Q4	$21M	Buy	81,513 +6,246	+8%	+$1.6M	0.6%	27
2025 Q3	$19.1M	Buy	75,267 +5,263	+8%	+$1.31M	0.59%	28
2025 Q2	$16.6M	Sell	70,004 -4,578	-6%	-$1.02M	0.53%	30
2025 Q1	$16.5M	Buy	74,582 +17,084	+30%	+$4.08M	0.57%	27
2024 Q4	$13.8M	Buy	57,498 +9,745	+20%	+$2.4M	0.5%	30
2024 Q3	$11.3M	Buy	47,753 +5,370	+13%	+$1.22M	0.43%	33
2024 Q2	$9.24M	Buy	42,383 +5,766	+16%	+$1.27M	0.38%	35
2024 Q1	$8.37M	Buy	36,617 +5,883	+19%	+$1.27M	0.35%	41
2023 Q4	$6.56M	Buy	30,734 +5,423	+21%	+$1.04M	0.3%	46
2023 Q3	$4.79M	Buy	25,311 +5,600	+28%	+$1.12M	0.24%	53
2023 Q2	$3.92M	Buy	19,711 +3,005	+18%	+$568K	0.2%	57
2023 Q1	$3.17M	Buy	16,706 +3,294	+25%	+$639K	0.17%	64
2022 Q4	$2.46M	Buy	13,412 +2,571	+24%	+$477K	0.13%	74
2022 Q3	$1.85M	Sell	10,841 -2,553	-19%	-$482K	0.09%	86
2022 Q2	$2.36M	Buy	13,394 +444	+3%	+$85.7K	0.11%	77
2022 Q1	$2.75M	Sell	12,950 -1,351	-9%	-$284K	0.15%	67
2021 Q4	$3.23M	Buy	14,301 +605	+4%	+$137K	0.17%	67
2021 Q3	$2.99M	Sell	13,696 -575	-4%	-$128K	0.18%	61
2021 Q2	$3.21M	Buy	14,271 +2,367	+20%	+$525K	0.18%	58
2021 Q1	$2.55M	Buy	11,904 +383	+3%	+$80.7K	0.16%	61
2020 Q4	$2.24M	Buy	11,521 +903	+9%	+$159K	0.15%	60
2020 Q3	$1.63M	Buy	10,618 +653	+7%	+$100K	0.13%	78
2020 Q2	$1.45M	Sell	9,965 -494	-5%	-$66.3K	0.13%	65
2020 Q1	$1.21M	Buy	10,459 +2,594	+33%	+$390K	0.12%	68
2019 Q4	$1.3M	Sell	7,865 -140	-2%	-$22.3K	0.12%	75
2019 Q3	$1.23M	Buy	8,005 +1,222	+18%	+$189K	0.11%	90
2019 Q2	$1.06M	Buy	6,783 +381	+6%	+$58.9K	0.09%	101
2019 Q1	$978K	Buy	6,402 +136	+2%	+$20.2K	0.08%	117
2018 Q4	$826K	Sell	6,266 -91	-1%	-$13.2K	0.06%	117
2018 Q3	$1.03M	Buy	6,357 +2,010	+46%	+$325K	0.09%	104
2018 Q2	$677K	Buy	4,347 +199	+5%	+$30.4K	0.06%	138
2018 Q1	$609K	Buy	+4,148	New	+$619K	0.05%	140
2017 Q4	–	Sell	-3,589	Closed	-$507K	–	175
2017 Q3	$507K	Sell	3,589 -39	-1%	-$5.31K	0.04%	138
2017 Q2	$492K	Sell	3,628 -35	-1%	-$4.69K	0.04%	145
2017 Q1	$488K	Sell	3,663 -265	-7%	-$35.1K	0.04%	151
2016 Q4	$507K	Buy	3,928 +2	+0.1%	+$248	0.05%	134
2016 Q3	$480K	Sell	3,926 -527	-12%	-$63.7K	0.05%	141
2016 Q2	$515K	Buy	4,453 +385	+9%	+$43.7K	0.05%	135
2016 Q1	$454K	Sell	4,068 -578	-12%	-$59.9K	0.04%	137
2015 Q4	$514K	Sell	4,646 -11,743	-72%	-$1.33M	0.06%	54
2015 Q3	$1.93M	Buy	16,389 +4,646	+40%	+$543K	0.16%	40
2015 Q2	$1.43M	Buy	11,743 +2,487	+27%	+$305K	0.14%	38
2015 Q1	$1.13M	Sell	9,256 -151	-2%	-$17.9K	0.15%	36
2014 Q4	$1.1M	Buy	9,407 +1,746	+23%	+$199K	0.15%	34
2014 Q3	$848K	Sell	7,661 -359	-4%	-$41.1K	0.12%	39
2014 Q2	$939K	Sell	8,020 -1,624	-17%	-$182K	0.13%	47
2014 Q1	$1.09M	Sell	9,644 -644	-6%	-$71.4K	0.16%	45
2013 Q4	$1.13M	Buy	10,288 +7,777	+310%	+$828K	0.18%	36
2013 Q3	$257K	Sell	2,511 -7,747	-76%	-$773K	0.05%	48
2013 Q2	$961K	Buy	+10,258	New	+$949K	0.15%	34

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

Aspiriant LLC's VB Position: Q2 2026 in Review

Aspiriant LLC increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.4% in Q2 2026, buying an estimated $603K and bringing the position to 90,467 shares worth $27.4M. The position accounts for 0.68% of the portfolio, ranked #24.

Aspiriant LLC first reported a position in VB in Q2 2013 and has held it in 52 quarters since. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Aspiriant LLC held 90,467 shares of Vanguard Morningstar Small-Cap ETF worth $27.4M as of Q2 2026.
Aspiriant LLC bought 2,105 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $603K.
Vanguard Morningstar Small-Cap ETF made up 0.68% of Aspiriant LLC's portfolio in Q2 2026, its #24 holding.
Aspiriant LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.