Broyhill Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Broyhill Asset 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	$218K	Buy	+718	New	+$206K	0.19%	74
2026 Q1	–	Sell	-793	Closed	-$205K	–	87
2025 Q4	$205K	Hold	793	–	–	0.18%	73
2025 Q3	$202K	Sell	793 -57	-7%	-$14.1K	0.18%	78
2025 Q2	$201K	Buy	+850	New	+$190K	0.18%	73
2025 Q1	–	Sell	-1,043	Closed	-$251K	–	79
2024 Q4	$251K	Buy	+1,043	New	+$257K	0.22%	65

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Broyhill Asset Management's VB Position: Q2 2026 in Review

Broyhill Asset Management opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 718 shares worth $218K. The stake represents 0.19% of the portfolio and ranks #74 among its holdings. This is a return to the name: Broyhill Asset Management previously reported a position in VB as recently as Q4 2025.

Broyhill Asset Management first reported a position in VB in Q4 2024 and has held it in 5 quarters since. The position peaked at $251K in Q4 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Broyhill Asset Management held 718 shares of Vanguard Morningstar Small-Cap ETF worth $218K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Broyhill Asset Management position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.19% of Broyhill Asset Management's portfolio in Q2 2026, its #74 holding.
Broyhill Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
Broyhill Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $251K in Q4 2024.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.