B
VB icon

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

Bensler’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 		$467K Buy
1,539
+2
+0.1% +$573 0.04% 135
2026
Q1 		$403K Buy
1,537
+418
+37% +$113K 0.04% 132
2025
Q4 		$289K Sell
1,119
-6
-0.5% -$1.54K 0.03% 150
2025
Q3 		$286K Sell
1,125
-51
-4% -$12.6K 0.03% 141
2025
Q2 		$279K Buy
+1,176
New +$262K 0.03% 145
2025
Q1 		– Sell
-895
Closed -$215K – 170
2024
Q4 		$215K Sell
895
-62
-6% -$15.3K 0.03% 157
2024
Q3 		$227K Sell
957
-109
-10% -$24.8K 0.03% 153
2024
Q2 		$233K Buy
1,066
+45
+4% +$9.88K 0.03% 149
2024
Q1 		$233K Sell
1,021
-131
-11% -$28.2K 0.03% 140
2023
Q4 		$246K Buy
1,152
+3
+0.3% +$578 0.04% 135
2023
Q3 		$217K Sell
1,149
-96
-8% -$19.1K 0.04% 143
2023
Q2 		$248K Sell
1,245
-132
-10% -$24.9K 0.05% 138
2023
Q1 		$261K Buy
1,377
+150
+12% +$29.1K 0.05% 130
2022
Q4 		$225K Buy
+1,227
New +$227K 0.05% 142
2022
Q2 		– Sell
-1,124
Closed -$239K – 163
2022
Q1 		$239K Buy
+1,124
New +$237K 0.05% 146

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

Bensler's VB Position: Q2 2026 in Review

Bensler increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.13% in Q2 2026, buying an estimated $573 and bringing the position to 1,539 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #135.

Bensler first reported a position in VB in Q1 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Bensler held 1,539 shares of Vanguard Morningstar Small-Cap ETF worth $467K as of Q2 2026.
  • Bensler bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Bensler's portfolio in Q2 2026, its #135 holding.
  • Bensler first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 15 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.