Efficient Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $82.8M | Sell |
316,200
-102,548
| -24% | -$27.8M | 5.88% | 7 |
|
|
2025
Q4 | $108M | Sell |
418,748
-21,448
| -5% | -$5.49M | 6.31% | 6 |
|
|
2025
Q3 | $112M | Buy |
440,196
+6,123
| +1% | +$1.52M | 6.31% | 5 |
|
|
2025
Q2 | $103M | Buy |
434,073
+34,143
| +9% | +$7.62M | 6.13% | 5 |
|
|
2025
Q1 | $88.7M | Buy |
399,930
+8,128
| +2% | +$1.94M | 5.78% | 7 |
|
|
2024
Q4 | $94.1M | Sell |
391,802
-26,024
| -6% | -$6.4M | 6.06% | 6 |
|
|
2024
Q3 | $99.1M | Sell |
417,826
-13,195
| -3% | -$3M | 6.22% | 4 |
|
|
2024
Q2 | $94M | Sell |
431,021
-2,368
| -0.5% | -$520K | 6.1% | 4 |
|
|
2024
Q1 | $99.1M | Sell |
433,389
-8,414
| -2% | -$1.81M | 6.36% | 3 |
|
|
2023
Q4 | $94.2M | Sell |
441,803
-20,809
| -4% | -$4.01M | 6.36% | 3 |
|
|
2023
Q3 | $87.5M | Sell |
462,612
-6,682
| -1% | -$1.33M | 5.92% | 5 |
|
|
2023
Q2 | $93.3M | Buy |
469,294
+32,107
| +7% | +$6.07M | 6.1% | 5 |
|
|
2023
Q1 | $82.9M | Buy |
437,187
+12,256
| +3% | +$2.38M | 5.78% | 4 |
|
|
2022
Q4 | $78M | Buy |
424,931
+21,109
| +5% | +$3.91M | 7.93% | 2 |
|
|
2022
Q3 | $69M | Sell |
403,822
-6,879
| -2% | -$1.3M | 6.01% | 4 |
|
|
2022
Q2 | $72.3M | Buy |
410,701
+18,445
| +5% | +$3.56M | 6.04% | 4 |
|
|
2022
Q1 | $83.4M | Sell |
392,256
-2,521
| -0.6% | -$531K | 6.36% | 4 |
|
|
2021
Q4 | $89.2M | Buy |
394,777
+90,300
| +30% | +$20.5M | 6.33% | 5 |
|
|
2021
Q3 | $66.6M | Buy |
304,477
+82,744
| +37% | +$18.4M | 6.37% | 3 |
|
|
2021
Q2 | $50M | Buy |
221,733
+10,385
| +5% | +$2.3M | 6.19% | 4 |
|
|
2021
Q1 | $45.2M | Buy |
211,348
+1,786
| +0.9% | +$376K | 6.2% | 4 |
|
|
2020
Q4 | $40.8M | Buy |
209,562
+11,239
| +6% | +$1.98M | 6.23% | 5 |
|
|
2020
Q3 | $30.5M | Sell |
198,323
-4,834
| -2% | -$743K | 5.6% | 6 |
|
|
2020
Q2 | $29.6M | Buy |
203,157
+9,250
| +5% | +$1.24M | 5.48% | 6 |
|
|
2020
Q1 | $22.4M | Buy |
193,907
+17,745
| +10% | +$2.67M | 4.68% | 8 |
|
|
2019
Q4 | $29.2M | Buy |
176,162
+10,520
| +6% | +$1.68M | 5.08% | 8 |
|
|
2019
Q3 | $25.5M | Buy |
165,642
+5,056
| +3% | +$784K | 4.66% | 8 |
|
|
2019
Q2 | $25.2M | Buy |
160,586
+1,813
| +1% | +$280K | 4.39% | 9 |
|
|
2019
Q1 | $24.3M | Buy |
158,773
+577
| +0.4% | +$85.8K | 4.24% | 10 |
|
|
2018
Q4 | $20.9M | Buy |
158,196
+6,656
| +4% | +$969K | 3.89% | 11 |
|
|
2018
Q3 | $24.6M | Sell |
151,540
-7,734
| -5% | -$1.25M | 4.22% | 10 |
|
|
2018
Q2 | $24.8M | Sell |
159,274
-4,870
| -3% | -$745K | 4.22% | 10 |
|
|
2018
Q1 | $24.1M | Sell |
164,144
-826
| -0.5% | -$123K | 4.07% | 10 |
|
|
2017
Q4 | $24.4M | Sell |
164,970
-1,236
| -0.7% | -$179K | 4.06% | 10 |
|
|
2017
Q3 | $23.5M | Sell |
166,206
-21,500
| -11% | -$2.93M | 4.04% | 10 |
|
|
2017
Q2 | $25.4M | Sell |
187,706
-23,926
| -11% | -$3.21M | 3.74% | 10 |
|
|
2017
Q1 | $28.2M | Sell |
211,632
-7,391
| -3% | -$978K | 3.95% | 10 |
|
|
2016
Q4 | $28.2M | Buy |
219,023
+6,003
| +3% | +$745K | 4.04% | 10 |
|
|
2016
Q3 | $26M | Buy |
213,020
+18,289
| +9% | +$2.21M | 3.83% | 10 |
|
|
2016
Q2 | $22.5M | Buy |
194,731
+30,655
| +19% | +$3.48M | 3.58% | 9 |
|
|
2016
Q1 | $18.3M | Buy |
164,076
+4,644
| +3% | +$481K | 3.29% | 11 |
|
|
2015
Q4 | $17.6M | Buy |
159,432
+1,286
| +0.8% | +$146K | 3.85% | 9 |
|
|
2015
Q3 | $17.1M | Sell |
158,146
-3,049
| -2% | -$357K | 3.82% | 9 |
|
|
2015
Q2 | $19.6M | Sell |
161,195
-2,406
| -1% | -$296K | 4.09% | 10 |
|
|
2015
Q1 | $20.1M | Buy |
163,601
+2,337
| +1% | +$277K | 4.27% | 9 |
|
|
2014
Q4 | $18.8M | Buy |
161,264
+174
| +0.1% | +$19.8K | 4.3% | 10 |
|
|
2014
Q3 | $17.8M | Sell |
161,090
-101
| -0.1% | -$11.6K | 4.12% | 9 |
|
|
2014
Q2 | $18.9M | Sell |
161,191
-6,838
| -4% | -$765K | 4.3% | 9 |
|
|
2014
Q1 | $19M | Buy |
168,029
+1,899
| +1% | +$210K | 4.58% | 8 |
|
|
2013
Q4 | $18.3M | Buy |
166,130
+319
| +0.2% | +$34K | 4.42% | 10 |
|
|
2013
Q3 | $17M | Buy |
165,811
+58
| +0% | +$5.78K | 4.36% | 9 |
|
|
2013
Q2 | $15.5M | Buy |
+165,753
| New | +$15.3M | 4.34% | 9 |
|
Other funds holding VB
Efficient Advisors's VB Position: Q1 2026 in Review
Efficient Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 24% in Q1 2026, selling an estimated $27.8M and leaving 316,200 shares worth $82.8M. The position accounts for 5.88% of the portfolio, ranked #7.
Efficient Advisors first reported a position in VB in Q2 2013 and has held it in 52 quarters since. The position peaked at $112M in Q3 2025. 2,396 funds tracked by Wall St. Rank hold VB as of Q1 2026.
- Efficient Advisors held 316,200 shares of Vanguard Morningstar Small-Cap ETF worth $82.8M as of Q1 2026.
- Efficient Advisors sold 102,548 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $27.8M.
- Vanguard Morningstar Small-Cap ETF made up 5.88% of Efficient Advisors's portfolio in Q1 2026, its #7 holding.
- Efficient Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Efficient Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $112M in Q3 2025.
- 2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.
Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.