Becker Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Becker Capital Management’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	$865K	Sell	2,853 -39	-1%	-$11.2K	0.02%	190
2026 Q1	$757K	Sell	2,892 -2,116	-42%	-$573K	0.02%	193
2025 Q4	$1.29M	Buy	5,008 +1,944	+63%	+$498K	0.04%	163
2025 Q3	$782K	Sell	3,064 -232	-7%	-$57.5K	0.02%	194
2025 Q2	$784K	Sell	3,296 -18	-0.5%	-$4.02K	0.02%	188
2025 Q1	$735K	Hold	3,314	–	–	0.02%	189
2024 Q4	$796K	Hold	3,314	–	–	0.03%	182
2024 Q3	$788K	Hold	3,314	–	–	0.03%	184
2024 Q2	$725K	Buy	3,314 +418	+14%	+$91.8K	0.02%	181
2024 Q1	$662K	Hold	2,896	–	–	0.02%	188
2023 Q4	$618K	Hold	2,896	–	–	0.02%	185
2023 Q3	$548K	Buy	2,896 +32	+1%	+$6.38K	0.02%	188
2023 Q2	$570K	Buy	2,864 +186	+7%	+$35.1K	0.02%	198
2023 Q1	$508K	Buy	+2,678	New	+$519K	0.02%	191
2018 Q1	–	Sell	-1,733	Closed	-$256K	–	188
2017 Q4	$256K	Hold	1,733	–	–	0.01%	145
2017 Q3	$245K	Buy	+1,733	New	+$236K	0.01%	146

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 22.9% 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

Becker Capital Management's VB Position: Q2 2026 in Review

Becker Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.3% in Q2 2026, selling an estimated $11.2K and leaving 2,853 shares worth $865K. The position accounts for 0.02% of the portfolio, ranked #190.

Becker Capital Management first reported a position in VB in Q3 2017 and has held it in 16 quarters since. The position peaked at $1.29M in Q4 2025. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Becker Capital Management held 2,853 shares of Vanguard Morningstar Small-Cap ETF worth $865K as of Q2 2026.
Becker Capital Management sold 39 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $11.2K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Becker Capital Management's portfolio in Q2 2026, its #190 holding.
Becker Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2017 and has held it in 16 quarters since.
Becker Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.29M in Q4 2025.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.