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

EARNEST 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	-1,951	Closed	-$503K	–	308
2025 Q4	$503K	Buy	+1,951	New	+$500K	﹤0.01%	267
2025 Q2	–	Sell	-1,990	Closed	-$441K	–	295
2025 Q1	$441K	Sell	1,990 -1,558	-44%	-$372K	﹤0.01%	260
2024 Q4	$853K	Buy	+3,548	New	+$873K	﹤0.01%	247
2023 Q4	–	Sell	-805	Closed	-$152K	–	1053
2023 Q3	$152K	Buy	805 +782	+3,400%	+$156K	﹤0.01%	302
2023 Q2	$4.57K	Sell	23 -44	-66%	-$8.31K	﹤0.01%	826
2023 Q1	$12.7K	Sell	67 -1,568	-96%	-$304K	﹤0.01%	572
2022 Q4	$300K	Buy	+1,635	New	+$303K	﹤0.01%	260

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

EARNEST Partners's VB Position: Q1 2026 in Review

EARNEST Partners sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,951 shares — an estimated $503K sold.

EARNEST Partners first reported a position in VB in Q4 2022 and held it in 7 quarters. The position peaked at $853K in Q4 2024. 2,396 funds tracked by Wall St. Rank hold VB as of Q1 2026.

EARNEST Partners reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
EARNEST Partners sold 1,951 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $503K.
EARNEST Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and held it in 7 quarters.
EARNEST Partners's Vanguard Morningstar Small-Cap ETF position peaked at $853K in Q4 2024.
2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on EARNEST Partners's 13F filing for Q1 2026, filed 15 May 2026.