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

Blalock Williams’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 Q1	$226K	Sell	862 -110	-11%	-$29.8K	0.17%	129
2025 Q4	$251K	Hold	972	–	–	0.2%	113
2025 Q3	$247K	Hold	972	–	–	0.22%	109
2025 Q2	$230K	Sell	972 -703	-42%	-$157K	0.23%	109
2025 Q1	$371K	Buy	1,675 +324	+24%	+$77.4K	0.42%	70
2024 Q4	$325K	Buy	+1,351	New	+$332K	0.38%	70

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Blalock Williams's VB Position: Q1 2026 in Review

Blalock Williams reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q1 2026, selling an estimated $29.8K and leaving 862 shares worth $226K. The position accounts for 0.17% of the portfolio, ranked #129.

Blalock Williams first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $371K in Q1 2025. 2,390 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Blalock Williams held 862 shares of Vanguard Morningstar Small-Cap ETF worth $226K as of Q1 2026.
Blalock Williams sold 110 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $29.8K.
Vanguard Morningstar Small-Cap ETF made up 0.17% of Blalock Williams's portfolio in Q1 2026, its #129 holding.
Blalock Williams first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Blalock Williams's Vanguard Morningstar Small-Cap ETF position peaked at $371K in Q1 2025.
2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.