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Aufman Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Aufman Associates’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 		$37.4M Sell
142,772
-1,469
-1% -$398K 18.35% 1
2025
Q4 		$37.2M Sell
144,241
-215
-0.1% -$55.1K 19.07% 2
2025
Q3 		$36.7M Sell
144,456
-1,392
-1% -$345K 20.67% 2
2025
Q2 		$34.6M Sell
145,848
-417
-0.3% -$93K 21.31% 2
2025
Q1 		$32.4M Sell
146,265
-732
-0.5% -$175K 22.3% 1
2024
Q4 		$35.3M Sell
146,997
-1,143
-0.8% -$281K 23.84% 1
2024
Q3 		$35.1M Sell
148,140
-1,041
-0.7% -$237K 22.59% 1
2024
Q2 		$32.5M Sell
149,181
-293
-0.2% -$64.3K 23.15% 2
2024
Q1 		$34.2M Buy
149,474
+747
+0.5% +$161K 24.06% 1
2023
Q4 		$31.7M Buy
148,727
+515
+0.3% +$99.2K 23.95% 1
2023
Q3 		$28M Buy
148,212
+269
+0.2% +$53.6K 23.51% 1
2023
Q2 		$29.4M Sell
147,943
-118
-0.1% -$22.3K 24.27% 1
2023
Q1 		$28.1M Sell
148,061
-1,308
-0.9% -$254K 23.89% 1
2022
Q4 		$27.4M Buy
149,369
+5,907
+4% +$1.09M 25.34% 1
2022
Q3 		$24.5M Sell
143,462
-674
-0.5% -$127K 25.81% 1
2022
Q2 		$25.4M Buy
144,136
+997
+0.7% +$193K 24.13% 1
2022
Q1 		$30.4M Buy
143,139
+1,755
+1% +$369K 23.96% 1
2021
Q4 		$32M Sell
141,384
-674
-0.5% -$153K 23.63% 1
2021
Q3 		$31.1M Sell
142,058
-1,714
-1% -$381K 25.55% 1
2021
Q2 		$32.4M Sell
143,772
-7,446
-5% -$1.65M 24.98% 1
2021
Q1 		$32.4M Sell
151,218
-6,298
-4% -$1.33M 26.95% 1
2020
Q4 		$30.7M Sell
157,516
-4,145
-3% -$731K 27.51% 1
2020
Q3 		$24.9M Sell
161,661
-223
-0.1% -$34.3K 26.73% 1
2020
Q2 		$23.6M Buy
161,884
+2,190
+1% +$294K 26.77% 1
2020
Q1 		$18.4M Buy
159,694
+3,100
+2% +$466K 25.43% 1
2019
Q4 		$25.9M Buy
+156,594
New +$24.9M 26.7% 1

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

Aufman Associates's VB Position: Q1 2026 in Review

Aufman Associates reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1% in Q1 2026, selling an estimated $398K and leaving 142,772 shares worth $37.4M. The position accounts for 18.35% of the portfolio, ranked #1.

Aufman Associates first reported a position in VB in Q4 2019 and has held it in 26 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Aufman Associates held 142,772 shares of Vanguard Morningstar Small-Cap ETF worth $37.4M as of Q1 2026.
  • Aufman Associates sold 1,469 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $398K.
  • Vanguard Morningstar Small-Cap ETF made up 18.35% of Aufman Associates's portfolio in Q1 2026, its #1 holding.
  • Aufman Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.