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Blume Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Blume Capital 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 		$910 Buy
+3
New +$860 ﹤0.01% 333
2024
Q4 		– Sell
-13
Closed -$3.08K – 358
2024
Q3 		$3.08K Buy
+13
New +$2.95K ﹤0.01% 318

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 22.9% 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

Blume Capital Management's VB Position: Q2 2026 in Review

Blume Capital Management opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 3 shares worth $910. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Blume Capital Management previously reported a position in VB as recently as Q3 2024.

Blume Capital Management first reported a position in VB in Q3 2024 and has held it in 2 quarters since. The position peaked at $3.08K in Q3 2024. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Blume Capital Management held 3 shares of Vanguard Morningstar Small-Cap ETF worth $910 as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Blume Capital Management position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Blume Capital Management's portfolio in Q2 2026, its #333 holding.
  • Blume Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • Blume Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $3.08K in Q3 2024.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.