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Bridges Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bridges Investment 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 		$12.1M Sell
39,944
-14
-0% -$4.01K 0.15% 77
2026
Q1 		$10.5M Buy
39,958
+256
+0.6% +$69.3K 0.14% 88
2025
Q4 		$10.2M Sell
39,702
-130
-0.3% -$33.3K 0.13% 86
2025
Q3 		$10.1M Sell
39,832
-1,239
-3% -$307K 0.13% 89
2025
Q2 		$9.73M Buy
41,071
+7,705
+23% +$1.72M 0.13% 91
2025
Q1 		$7.4M Buy
33,366
+450
+1% +$107K 0.11% 97
2024
Q4 		$7.91M Buy
32,916
+13
+0% +$3.2K 0.11% 97
2024
Q3 		$7.8M Buy
32,903
+26
+0.1% +$5.91K 0.11% 97
2024
Q2 		$7.17M Buy
32,877
+20,300
+161% +$4.46M 0.11% 93
2024
Q1 		$2.87M Hold
12,577
– – 0.09% 94
2023
Q4 		$2.68M Hold
12,577
– – 0.09% 97
2023
Q3 		$2.38M Sell
12,577
-1,474
-10% -$294K 0.08% 100
2023
Q2 		$2.79M Hold
14,051
– – 0.09% 92
2023
Q1 		$2.66M Sell
14,051
-160
-1% -$31K 0.09% 95
2022
Q4 		$2.61M Hold
14,211
– – 0.1% 102
2022
Q3 		$2.43M Hold
14,211
– – 0.09% 102
2022
Q2 		$2.5M Sell
14,211
-15
-0.1% -$2.9K 0.09% 105
2022
Q1 		$3.02M Hold
14,226
– – 0.09% 106
2021
Q4 		$3.21M Sell
14,226
-100
-0.7% -$22.7K 0.09% 103
2021
Q3 		$3.13M Sell
14,326
-175
-1% -$38.9K 0.1% 99
2021
Q2 		$3.27M Hold
14,501
– – 0.1% 98
2021
Q1 		$3.1M Sell
14,501
-216
-1% -$45.5K 0.09% 99
2020
Q4 		$2.87M Hold
14,717
– – 0.09% 103
2020
Q3 		$2.26M Hold
14,717
– – 0.08% 107
2020
Q2 		$2.15M Sell
14,717
-550
-4% -$73.9K 0.08% 108
2020
Q1 		$1.76M Buy
15,267
+7,082
+87% +$1.06M 0.08% 113
2019
Q4 		$1.35M Buy
8,185
+173
+2% +$27.6K 0.05% 141
2019
Q3 		$1.23M Hold
8,012
– – 0.05% 181
2019
Q2 		$1.25M Sell
8,012
-140
-2% -$21.6K 0.05% 171
2019
Q1 		$1.25M Buy
8,152
+1,360
+20% +$202K 0.05% 174
2018
Q4 		$896K Buy
6,792
+64
+1% +$9.32K 0.04% 193
2018
Q3 		$1.09M Buy
6,728
+150
+2% +$24.3K 0.05% 164
2018
Q2 		$1.02M Buy
+6,578
New +$1.01M 0.05% 169

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

Bridges Investment Management's VB Position: Q2 2026 in Review

Bridges Investment Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.04% in Q2 2026, selling an estimated $4.01K and leaving 39,944 shares worth $12.1M. The position accounts for 0.15% of the portfolio, ranked #77.

Bridges Investment Management first reported a position in VB in Q2 2018 and has held it in 33 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Bridges Investment Management held 39,944 shares of Vanguard Morningstar Small-Cap ETF worth $12.1M as of Q2 2026.
  • Bridges Investment Management sold 14 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.01K.
  • Vanguard Morningstar Small-Cap ETF made up 0.15% of Bridges Investment Management's portfolio in Q2 2026, its #77 holding.
  • Bridges Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.