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Beese Fulmer Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Beese Fulmer Investment 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 		$1.22M Sell
4,010
-75
-2% -$21.5K 0.07% 147
2026
Q1 		$1.07M Buy
4,085
+4
+0.1% +$1.08K 0.07% 146
2025
Q4 		$1.05M Sell
4,081
-102
-2% -$26.1K 0.07% 144
2025
Q3 		$1.06M Buy
4,183
+4
+0.1% +$992 0.07% 140
2025
Q2 		$990K Buy
4,179
+1,493
+56% +$333K 0.07% 140
2025
Q1 		$596K Sell
2,686
-2,847
-51% -$680K 0.05% 142
2024
Q4 		$1.33M Buy
5,533
+981
+22% +$241K 0.11% 106
2024
Q3 		$1.08M Sell
4,552
-1,675
-27% -$381K 0.09% 117
2024
Q2 		$1.36M Hold
6,227
– – 0.12% 104
2024
Q1 		$1.42M Hold
6,227
– – 0.13% 102
2023
Q4 		$1.33M Buy
6,227
+78
+1% +$15K 0.14% 104
2023
Q3 		$1.16M Hold
6,149
– – 0.13% 109
2023
Q2 		$1.22M Sell
6,149
-30
-0.5% -$5.67K 0.13% 110
2023
Q1 		$1.17M Sell
6,179
-184
-3% -$35.7K 0.13% 108
2022
Q4 		$1.17M Buy
6,363
+139
+2% +$25.8K 0.14% 113
2022
Q3 		$1.06M Buy
6,224
+789
+15% +$149K 0.14% 111
2022
Q2 		$957K Buy
5,435
+338
+7% +$65.3K 0.12% 116
2022
Q1 		$1.08M Sell
5,097
-75
-1% -$15.8K 0.12% 119
2021
Q4 		$1.17M Sell
5,172
-49
-0.9% -$11.1K 0.12% 115
2021
Q3 		$1.14M Buy
5,221
+134
+3% +$29.8K 0.13% 116
2021
Q2 		$1.15M Buy
5,087
+22
+0.4% +$4.88K 0.13% 115
2021
Q1 		$1.08M Sell
5,065
-5
-0.1% -$1.05K 0.13% 116
2020
Q4 		$987K Sell
5,070
-48
-0.9% -$8.47K 0.13% 113
2020
Q3 		$787K Sell
5,118
-50
-1% -$7.68K 0.11% 116
2020
Q2 		$753K Buy
5,168
+650
+14% +$87.3K 0.11% 115
2020
Q1 		$522K Buy
+4,518
New +$679K 0.09% 125

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

Beese Fulmer Investment Management's VB Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.8% in Q2 2026, selling an estimated $21.5K and leaving 4,010 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #147.

Beese Fulmer Investment Management first reported a position in VB in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.42M in Q1 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Beese Fulmer Investment Management held 4,010 shares of Vanguard Morningstar Small-Cap ETF worth $1.22M as of Q2 2026.
  • Beese Fulmer Investment Management sold 75 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $21.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #147 holding.
  • Beese Fulmer Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Beese Fulmer Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.42M in Q1 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.