Chris Bulman’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Chris Bulman’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	$5.44M	Sell	17,950 -331	-2%	-$94.9K	1.99%	13
2026 Q1	$4.79M	Sell	18,281 -390	-2%	-$106K	2.1%	13
2025 Q4	$4.82M	Buy	18,671 +1,030	+6%	+$264K	2.13%	12
2025 Q3	$4.49M	Sell	17,641 -871	-5%	-$216K	2.25%	13
2025 Q2	$4.39M	Buy	18,512 +1,665	+10%	+$371K	2.5%	12
2025 Q1	$3.74M	Sell	16,847 -564	-3%	-$135K	2.36%	10
2024 Q4	$4.18M	Sell	17,411 -1,309	-7%	-$322K	2.67%	9
2024 Q3	$4.44M	Sell	18,720 -3,301	-15%	-$750K	3.02%	9
2024 Q2	$4.8M	Buy	+22,021	New	+$4.84M	3.28%	6

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

Chris Bulman's VB Position: Q2 2026 in Review

Chris Bulman reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.8% in Q2 2026, selling an estimated $94.9K and leaving 17,950 shares worth $5.44M. The position accounts for 1.99% of the portfolio, ranked #13.

Chris Bulman first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Chris Bulman held 17,950 shares of Vanguard Morningstar Small-Cap ETF worth $5.44M as of Q2 2026.
Chris Bulman sold 331 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $94.9K.
Vanguard Morningstar Small-Cap ETF made up 1.99% of Chris Bulman's portfolio in Q2 2026, its #13 holding.
Chris Bulman first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.