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Brooklyn Investment Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Brooklyn Investment Group’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 		$784K Buy
2,994
+1,013
+51% +$274K 0.02% 703
2025
Q4 		$518K Sell
1,981
-773
-28% -$198K 0.02% 638
2025
Q3 		$654K Hold
2,754
– – 0.09% 221
2025
Q2 		$652K Buy
2,754
+1,619
+143% +$361K 0.09% 228
2025
Q1 		$252K Buy
1,135
+560
+97% +$134K 0.05% 297
2024
Q4 		$138K Buy
+575
New +$141K 0.04% 307

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Brooklyn Investment Group's VB Position: Q1 2026 in Review

Brooklyn Investment Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 51% in Q1 2026, buying an estimated $274K and bringing the position to 2,994 shares worth $784K. The position accounts for 0.02% of the portfolio, ranked #703.

Brooklyn Investment Group first reported a position in VB in Q4 2024 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Brooklyn Investment Group held 2,994 shares of Vanguard Morningstar Small-Cap ETF worth $784K as of Q1 2026.
  • Brooklyn Investment Group bought 1,013 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $274K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #703 holding.
  • Brooklyn Investment Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.