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

Dearborn 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 Q2	$232K	Hold	766	–	–	0.01%	265
2026 Q1	$201K	Buy	+766	New	+$207K	0.01%	266
2014 Q1	–	Sell	-4,836	Closed	-$532K	–	303
2013 Q4	$532K	Sell	4,836 -9,555	-66%	-$1.02M	0.06%	202
2013 Q3	$1.48M	Buy	14,391 +3,100	+27%	+$309K	0.19%	128
2013 Q2	$1.06M	Buy	+11,291	New	+$1.04M	0.15%	148

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

Dearborn Partners's VB Position: Q2 2026 in Review

Dearborn Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 766 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #265.

Dearborn Partners first reported a position in VB in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.48M in Q3 2013. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Dearborn Partners held 766 shares of Vanguard Morningstar Small-Cap ETF worth $232K as of Q2 2026.
Dearborn Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Dearborn Partners's portfolio in Q2 2026, its #265 holding.
Dearborn Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 5 quarters since.
Dearborn Partners's Vanguard Morningstar Small-Cap ETF position peaked at $1.48M in Q3 2013.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Dearborn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.