Atwood & Palmer’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $59.7K | Hold |
197
| – | – | ﹤0.01% | 235 |
|
|
2026
Q1 | $51.6K | Buy |
197
+65
| +49% | +$17.6K | ﹤0.01% | 249 |
|
|
2025
Q4 | $34K | Hold |
132
| – | – | ﹤0.01% | 267 |
|
|
2025
Q3 | $33.6K | Hold |
132
| – | – | ﹤0.01% | 281 |
|
|
2025
Q2 | $31.3K | Hold |
132
| – | – | ﹤0.01% | 276 |
|
|
2025
Q1 | $29.3K | Hold |
132
| – | – | ﹤0.01% | 263 |
|
|
2024
Q4 | $31.7K | Buy |
+132
| New | +$32.5K | ﹤0.01% | 252 |
|
|
2023
Q3 | – | Sell |
-80
| Closed | -$15.9K | – | 433 |
|
|
2023
Q2 | $15.9K | Hold |
80
| – | – | ﹤0.01% | 290 |
|
|
2023
Q1 | $15.2K | Hold |
80
| – | – | ﹤0.01% | 283 |
|
|
2022
Q4 | $14.7K | Hold |
80
| – | – | ﹤0.01% | 303 |
|
|
2022
Q3 | $14K | Hold |
80
| – | – | ﹤0.01% | 292 |
|
|
2022
Q2 | $14K | Sell |
80
-70
| -47% | -$13.5K | ﹤0.01% | 312 |
|
|
2022
Q1 | $32K | Hold |
150
| – | – | ﹤0.01% | 268 |
|
|
2021
Q4 | $34K | Sell |
150
-150
| -50% | -$34.1K | ﹤0.01% | 266 |
|
|
2021
Q3 | $66K | Hold |
300
| – | – | 0.01% | 208 |
|
|
2021
Q2 | $68K | Hold |
300
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $64K | Hold |
300
| – | – | 0.01% | 206 |
|
|
2020
Q4 | $58K | Sell |
300
-260
| -46% | -$45.9K | 0.01% | 205 |
|
|
2020
Q3 | $86K | Hold |
560
| – | – | 0.01% | 167 |
|
|
2020
Q2 | $82K | Hold |
560
| – | – | 0.01% | 166 |
|
|
2020
Q1 | $65K | Hold |
560
| – | – | 0.01% | 168 |
|
|
2019
Q4 | $93K | Hold |
560
| – | – | 0.01% | 160 |
|
|
2019
Q3 | $86K | Hold |
560
| – | – | 0.01% | 171 |
|
|
2019
Q2 | $88K | Hold |
560
| – | – | 0.01% | 158 |
|
|
2019
Q1 | $86K | Hold |
560
| – | – | 0.01% | 159 |
|
|
2018
Q4 | $74K | Hold |
560
| – | – | 0.01% | 163 |
|
|
2018
Q3 | $91K | Hold |
560
| – | – | 0.01% | 161 |
|
|
2018
Q2 | $87K | Sell |
560
-1,700
| -75% | -$260K | 0.01% | 161 |
|
|
2018
Q1 | $332K | Buy |
2,260
+560
| +33% | +$83.6K | 0.05% | 101 |
|
|
2017
Q4 | $251K | Hold |
1,700
| – | – | 0.04% | 115 |
|
|
2017
Q3 | $240K | Hold |
1,700
| – | – | 0.03% | 117 |
|
|
2017
Q2 | $230K | Buy |
+1,700
| New | +$228K | 0.04% | 119 |
|
|
2015
Q1 | – | Sell |
-39
| Closed | -$5K | – | 345 |
|
|
2014
Q4 | $5K | Sell |
39
-76
| -66% | -$8.65K | ﹤0.01% | 338 |
|
|
2014
Q3 | $13K | Buy |
+115
| New | +$13.2K | ﹤0.01% | 286 |
|
Other funds holding VB
Atwood & Palmer's VB Position: Q2 2026 in Review
Atwood & Palmer held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 197 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #235.
Atwood & Palmer first reported a position in VB in Q3 2014 and has held it in 34 quarters since. The position peaked at $332K in Q1 2018. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Atwood & Palmer held 197 shares of Vanguard Morningstar Small-Cap ETF worth $59.7K as of Q2 2026.
- Atwood & Palmer left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
- Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #235 holding.
- Atwood & Palmer first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2014 and has held it in 34 quarters since.
- Atwood & Palmer's Vanguard Morningstar Small-Cap ETF position peaked at $332K in Q1 2018.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.