Clarkston Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Clarkston Capital Partners’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	–	Sell	-1,392	Closed	-$359K	–	178
2025 Q4	$359K	Buy	+1,392	New	+$357K	0.01%	151
2024 Q1	–	Sell	-553	Closed	-$118K	–	165
2023 Q4	$118K	Buy	+553	New	+$107K	﹤0.01%	142
2023 Q1	–	Sell	-6,934	Closed	-$1.27M	–	178
2022 Q4	$1.27M	Sell	6,934 -112	-2%	-$20.8K	0.02%	86
2022 Q3	$1.2M	Hold	7,046	–	–	0.02%	86
2022 Q2	$1.24M	Hold	7,046	–	–	0.02%	89
2022 Q1	$1.5M	Sell	7,046 -222	-3%	-$46.7K	0.02%	86
2021 Q4	$1.64M	Buy	7,268 +280	+4%	+$63.6K	0.03%	72
2021 Q3	$1.53M	Buy	6,988 +97	+1%	+$21.6K	0.03%	68
2021 Q2	$1.55M	Buy	6,891 +216	+3%	+$47.9K	0.03%	67
2021 Q1	$1.43M	Buy	6,675 +131	+2%	+$27.6K	0.03%	68
2020 Q4	$1.27M	Buy	6,544 +150	+2%	+$26.5K	0.03%	56
2020 Q3	$984K	Buy	6,394 +13	+0.2%	+$2K	0.03%	58
2020 Q2	$930K	Buy	6,381 +169	+3%	+$22.7K	0.03%	55
2020 Q1	$717K	Buy	6,212 +175	+3%	+$26.3K	0.02%	60
2019 Q4	$1M	Buy	6,037 +237	+4%	+$37.8K	0.03%	62
2019 Q3	$892K	Buy	5,800 +47	+0.8%	+$7.29K	0.03%	65
2019 Q2	$901K	Buy	5,753 +706	+14%	+$109K	0.03%	64
2019 Q1	$771K	Buy	5,047 +65	+1%	+$9.66K	0.03%	66
2018 Q4	$658K	Buy	4,982 +45	+0.9%	+$6.55K	0.03%	69
2018 Q3	$803K	Buy	4,937 +36	+0.7%	+$5.82K	0.03%	66
2018 Q2	$763K	Buy	4,901 +154	+3%	+$23.6K	0.03%	62
2018 Q1	$697K	Buy	4,747 +46	+1%	+$6.87K	0.03%	64
2017 Q4	$695K	Buy	4,701 +23	+0.5%	+$3.33K	0.03%	65
2017 Q3	$661K	Buy	4,678 +164	+4%	+$22.3K	0.03%	67
2017 Q2	$612K	Buy	4,514 +8	+0.2%	+$1.07K	0.03%	66
2017 Q1	$601K	Buy	4,506 +14	+0.3%	+$1.85K	0.03%	63
2016 Q4	$579K	Buy	4,492 +25	+0.6%	+$3.1K	0.03%	90
2016 Q3	$546K	Buy	4,467 +46	+1%	+$5.56K	0.03%	92
2016 Q2	$511K	Sell	4,421 -84	-2%	-$9.54K	0.03%	95
2016 Q1	$502K	Buy	4,505 +207	+5%	+$21.4K	0.03%	95
2015 Q4	$476K	Buy	4,298 +58	+1%	+$6.57K	0.03%	97
2015 Q3	$458K	Buy	4,240 +555	+15%	+$64.9K	0.04%	105
2015 Q2	$448K	Buy	3,685 +2	+0.1%	+$246	0.05%	108
2015 Q1	$451K	Buy	3,683 +360	+11%	+$42.6K	0.05%	108
2014 Q4	$388K	Buy	3,323 +185	+6%	+$21.1K	0.06%	150
2014 Q3	$347K	Buy	3,138 +566	+22%	+$64.8K	0.06%	116
2014 Q2	$301K	Buy	2,572 +136	+6%	+$15.2K	0.06%	119
2014 Q1	$275K	Buy	2,436 +28	+1%	+$3.1K	0.05%	131
2013 Q4	$265K	Buy	2,408 +109	+5%	+$11.6K	0.1%	99
2013 Q3	$236K	Sell	2,299 -50	-2%	-$4.99K	0.11%	91
2013 Q2	$220K	Buy	+2,349	New	+$217K	0.12%	90

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

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

Clarkston Capital Partners's VB Position: Q1 2026 in Review

Clarkston Capital Partners sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,392 shares — an estimated $359K sold.

Clarkston Capital Partners first reported a position in VB in Q2 2013 and held it in 41 quarters. The position peaked at $1.64M in Q4 2021. 2,396 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Clarkston Capital Partners reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 1,392 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $359K.
Clarkston Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and held it in 41 quarters.
Clarkston Capital Partners's Vanguard Morningstar Small-Cap ETF position peaked at $1.64M in Q4 2021.
2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.