Christensen King & Associates Investment Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Christensen King & Associates Investment Services’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	$550K	Hold	1,816	–	–	0.22%	57
2026 Q1	$476K	Buy	1,816 +1	+0.1%	+$271	0.2%	62
2025 Q4	$468K	Sell	1,815 -74	-4%	-$19K	0.2%	62
2025 Q3	$480K	Hold	1,889	–	–	0.21%	61
2025 Q2	$448K	Sell	1,889 -162	-8%	-$36.1K	0.21%	61
2025 Q1	$472K	Sell	2,051 -66	-3%	-$15.8K	0.22%	59
2024 Q4	$516K	Buy	2,117 +1	+0%	+$246	0.24%	55
2024 Q3	$502K	Sell	2,116 -39	-2%	-$8.86K	0.24%	54
2024 Q2	$470K	Hold	2,155	–	–	0.23%	58
2024 Q1	$493K	Sell	2,155 -27	-1%	-$5.81K	0.25%	55
2023 Q4	$466K	Buy	+2,182	New	+$420K	0.25%	55

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

Christensen King & Associates Investment Services's VB Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,816 shares worth $550K. The position accounts for 0.22% of the portfolio, ranked #57.

Christensen King & Associates Investment Services first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Christensen King & Associates Investment Services held 1,816 shares of Vanguard Morningstar Small-Cap ETF worth $550K as of Q2 2026.
Christensen King & Associates Investment Services left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.22% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #57 holding.
Christensen King & Associates Investment Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.