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

Byrne 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 		$49.4K Buy
163
+3
+2% +$860 0.03% 291
2026
Q1 		$41.9K Sell
160
-11
-6% -$2.98K 0.02% 295
2025
Q4 		$44.1K Buy
+171
New +$43.8K 0.02% 286
2025
Q3 		– Sell
-164
Closed -$40.7K – 273
2025
Q2 		$38.9K Sell
164
-32
-16% -$7.14K 0.03% 283
2025
Q1 		$43.5K Buy
+196
New +$46.8K 0.03% 240
2024
Q4 		– Sell
-181
Closed -$44.5K – 209
2024
Q3 		$42.9K Buy
181
+2
+1% +$454 0.03% 216
2024
Q2 		$39.1K Buy
+179
New +$39.3K 0.03% 224
2024
Q1 		– Hold
0
– – – 213
2023
Q4 		– Sell
-145
Closed -$27.9K – 214
2023
Q3 		$27K Buy
145
+1
+0.7% +$199 0.02% 245
2023
Q2 		$29K Sell
144
-23
-14% -$4.35K 0.02% 288
2023
Q1 		$32K Buy
167
+47
+39% +$9.12K 0.02% 265
2022
Q4 		$22K Buy
120
+29
+32% +$5.38K 0.02% 311
2022
Q3 		$16K Buy
91
+17
+23% +$3.21K 0.01% 323
2022
Q2 		$13K Sell
74
-9
-11% -$1.74K 0.01% 338
2022
Q1 		$18K Buy
83
+23
+38% +$4.84K 0.01% 319
2021
Q4 		$14K Buy
+60
New +$13.6K 0.01% 341

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

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

Byrne Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.9% in Q2 2026, buying an estimated $860 and bringing the position to 163 shares worth $49.4K. The position accounts for 0.03% of the portfolio, ranked #291.

Byrne Asset Management first reported a position in VB in Q4 2021 and has held it in 15 quarters since. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Byrne Asset Management held 163 shares of Vanguard Morningstar Small-Cap ETF worth $49.4K as of Q2 2026.
  • Byrne Asset Management bought 3 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $860.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Byrne Asset Management's portfolio in Q2 2026, its #291 holding.
  • Byrne Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • 2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.