Benjamin Edwards Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Benjamin Edwards Inc’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	$13.7M	Sell	45,016 -4,984	-10%	-$1.43M	0.12%	188
2026 Q1	$13.1M	Sell	50,000 -352	-0.7%	-$95.3K	0.13%	174
2025 Q4	$13M	Sell	50,352 -150	-0.3%	-$38.4K	0.14%	161
2025 Q3	$12.8M	Buy	50,502 +27,812	+123%	+$6.9M	0.15%	156
2025 Q2	$5.38M	Sell	22,690 -23,323	-51%	-$5.2M	0.07%	264
2025 Q1	$10.2M	Sell	46,013 -267	-0.6%	-$63.8K	0.14%	159
2024 Q4	$11.1M	Sell	46,280 -1,844	-4%	-$454K	0.16%	153
2024 Q3	$11.4M	Buy	+48,124	New	+$10.9M	0.17%	148
2023 Q1	–	Sell	-19	Closed	-$4K	–	759
2022 Q4	$4K	Hold	19	–	–	﹤0.01%	653
2022 Q3	$3K	Sell	19 -5	-21%	-$944	﹤0.01%	644
2022 Q2	$4K	Buy	+24	New	+$4.63K	﹤0.01%	637

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

Benjamin Edwards Inc's VB Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, selling an estimated $1.43M and leaving 45,016 shares worth $13.7M. The position accounts for 0.12% of the portfolio, ranked #188.

Benjamin Edwards Inc first reported a position in VB in Q2 2022 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Benjamin Edwards Inc held 45,016 shares of Vanguard Morningstar Small-Cap ETF worth $13.7M as of Q2 2026.
Benjamin Edwards Inc sold 4,984 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43M.
Vanguard Morningstar Small-Cap ETF made up 0.12% of Benjamin Edwards Inc's portfolio in Q2 2026, its #188 holding.
Benjamin Edwards Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.