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Bennett Selby Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bennett Selby Investments’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 		$241K Buy
794
+2
+0.3% +$573 0.08% 74
2026
Q1 		$207K Buy
792
+3
+0.4% +$812 0.07% 79
2025
Q4 		$204K Buy
+789
New +$202K 0.07% 84

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Bennett Selby Investments's VB Position: Q2 2026 in Review

Bennett Selby Investments increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.25% in Q2 2026, buying an estimated $573 and bringing the position to 794 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #74.

Bennett Selby Investments first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 1,464 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Bennett Selby Investments held 794 shares of Vanguard Morningstar Small-Cap ETF worth $241K as of Q2 2026.
  • Bennett Selby Investments bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Bennett Selby Investments's portfolio in Q2 2026, its #74 holding.
  • Bennett Selby Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.