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Boston Research & Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Boston Research & 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 		$2.53M Sell
8,343
-17
-0.2% -$4.87K 0.56% 61
2026
Q1 		$2.19M Sell
8,360
-45
-0.5% -$12.2K 0.52% 61
2025
Q4 		$2.17M Sell
8,405
-1,588
-16% -$407K 0.5% 59
2025
Q3 		$2.54M Hold
9,993
– – 0.56% 60
2025
Q2 		$2.37M Sell
9,993
-198
-2% -$44.2K 0.57% 58
2025
Q1 		$2.26M Sell
10,191
-78
-0.8% -$18.6K 0.56% 58
2024
Q4 		$2.47M Sell
10,269
-350
-3% -$86.1K 0.61% 57
2024
Q3 		$2.52M Sell
10,619
-35
-0.3% -$7.95K 0.59% 58
2024
Q2 		$2.32M Sell
10,654
-232
-2% -$50.9K 0.59% 59
2024
Q1 		$2.49M Sell
10,886
-53
-0.5% -$11.4K 0.62% 59
2023
Q4 		$2.33M Sell
10,939
-246
-2% -$47.4K 0.62% 59
2023
Q3 		$2.11M Sell
11,185
-60
-0.5% -$12K 0.62% 58
2023
Q2 		$2.24M Sell
11,245
-180
-2% -$34K 0.63% 57
2023
Q1 		$2.17M Sell
11,425
-125
-1% -$24.2K 0.65% 56
2022
Q4 		$2.12M Sell
11,550
-61
-0.5% -$11.3K 0.66% 57
2022
Q3 		$1.98M Buy
11,611
+419
+4% +$79.1K 0.68% 57
2022
Q2 		$1.97M Hold
11,192
– – 0.64% 58
2022
Q1 		$2.38M Sell
11,192
-520
-4% -$109K 0.69% 53
2021
Q4 		$2.65M Hold
11,712
– – 0.72% 52
2021
Q3 		$2.56M Hold
11,712
– – 0.76% 54
2021
Q2 		$2.64M Sell
11,712
-515
-4% -$114K 0.8% 53
2021
Q1 		$2.62M Sell
12,227
-430
-3% -$90.6K 0.84% 47
2020
Q4 		$2.46M Sell
12,657
-25
-0.2% -$4.41K 0.86% 45
2020
Q3 		$1.95M Sell
12,682
-702
-5% -$108K 0.76% 48
2020
Q2 		$1.95M Buy
13,384
+1,017
+8% +$137K 0.81% 48
2020
Q1 		$1.43M Sell
12,367
-3,154
-20% -$474K 0.72% 48
2019
Q4 		$2.57M Sell
15,521
-564
-4% -$89.8K 0.96% 44
2019
Q3 		$2.48M Hold
16,085
– – 0.98% 44
2019
Q2 		$2.52M Hold
16,085
– – 1.02% 44
2019
Q1 		$2.46M Sell
16,085
-200
-1% -$29.7K 1.02% 45
2018
Q4 		$2.15M Buy
16,285
+3,720
+30% +$542K 1.02% 45
2018
Q3 		$2.04M Sell
12,565
-75
-0.6% -$12.1K 0.93% 46
2018
Q2 		$1.97M Sell
12,640
-110
-0.9% -$16.8K 0.97% 48
2018
Q1 		$1.87M Hold
12,750
– – 0.95% 46
2017
Q4 		$1.88M Sell
12,750
-1,010
-7% -$146K 0.94% 47
2017
Q3 		$1.94M Sell
13,760
-170
-1% -$23.2K 0.99% 47
2017
Q2 		$1.89M Sell
13,930
-80
-0.6% -$10.7K 1.02% 47
2017
Q1 		$1.87M Sell
14,010
-530
-4% -$70.1K 1.02% 48
2016
Q4 		$1.88M Sell
14,540
-490
-3% -$60.8K 1.07% 47
2016
Q3 		$1.84M Sell
15,030
-40
-0.3% -$4.84K 1.06% 47
2016
Q2 		$1.74M Sell
15,070
-160
-1% -$18.2K 1.06% 48
2016
Q1 		$1.7M Sell
15,230
-100
-0.7% -$10.4K 1.06% 47
2015
Q4 		$1.7M Sell
15,330
-160
-1% -$18.1K 1.05% 43
2015
Q3 		$1.67M Sell
15,490
-180
-1% -$21K 1.1% 44
2015
Q2 		$1.9M Sell
15,670
-250
-2% -$30.7K 1.2% 44
2015
Q1 		$1.95M Hold
15,920
– – 1.24% 42
2014
Q4 		$1.86M Hold
15,920
– – 1.16% 44
2014
Q3 		$1.76M Sell
15,920
-90
-0.6% -$10.3K 1.18% 43
2014
Q2 		$1.88M Sell
16,010
-348
-2% -$38.9K 1.3% 38
2014
Q1 		$1.85M Sell
16,358
-80
-0.5% -$8.87K 1.36% 39
2013
Q4 		$1.81M Sell
16,438
-607
-4% -$64.6K 1.39% 39
2013
Q3 		$1.75M Sell
17,045
-500
-3% -$49.9K 1.47% 34
2013
Q2 		$1.64M Buy
+17,545
New +$1.62M 1.46% 33

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

Boston Research & Management's VB Position: Q2 2026 in Review

Boston Research & Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.2% in Q2 2026, selling an estimated $4.87K and leaving 8,343 shares worth $2.53M. The position accounts for 0.56% of the portfolio, ranked #61.

Boston Research & Management first reported a position in VB in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.65M in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Boston Research & Management held 8,343 shares of Vanguard Morningstar Small-Cap ETF worth $2.53M as of Q2 2026.
  • Boston Research & Management sold 17 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.87K.
  • Vanguard Morningstar Small-Cap ETF made up 0.56% of Boston Research & Management's portfolio in Q2 2026, its #61 holding.
  • Boston Research & Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Boston Research & Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.65M in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.