EPM
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Elm Partners Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Elm Partners Management’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 		$28.6M Buy
94,216
+8,793
+10% +$2.52M 1.02% 20
2026
Q1 		$21.7M Buy
85,423
+10,578
+14% +$2.86M 0.94% 21
2025
Q4 		$19.3M Sell
74,845
-2,164
-3% -$554K 0.88% 23
2025
Q3 		$19.6M Buy
77,009
+51,353
+200% +$12.7M 0.98% 21
2025
Q2 		$6.08M Sell
25,656
-14,029
-35% -$3.13M 0.35% 26
2025
Q1 		$8.8M Sell
39,685
-65,536
-62% -$15.7M 0.57% 23
2024
Q4 		$25.3M Sell
105,221
-15,763
-13% -$3.88M 1.73% 13
2024
Q3 		$28.7M Buy
120,984
+59,415
+97% +$13.5M 2.05% 13
2024
Q2 		$13.4M Sell
61,569
-1,888
-3% -$415K 1.03% 20
2024
Q1 		$14.5M Sell
63,457
-3,556
-5% -$765K 1.15% 18
2023
Q4 		$14.3M Buy
67,013
+4,564
+7% +$879K 1.3% 17
2023
Q3 		$11.8M Sell
62,449
-10,281
-14% -$2.05M 1.22% 17
2023
Q2 		$14.5M Buy
72,730
+19,410
+36% +$3.67M 1.46% 15
2023
Q1 		$10.1M Buy
53,320
+2,942
+6% +$571K 1.06% 19
2022
Q4 		$9.25M Buy
50,378
+16,173
+47% +$3M 1.07% 18
2022
Q3 		$5.85M Sell
34,205
-5,000
-13% -$944K 0.79% 19
2022
Q2 		$6.9M Sell
39,205
-11,123
-22% -$2.15M 0.9% 18
2022
Q1 		$10.7M Sell
50,328
-19,684
-28% -$4.14M 1.35% 15
2021
Q4 		$15.8M Sell
70,012
-7,498
-10% -$1.7M 1.95% 15
2021
Q3 		$16.9M Buy
77,510
+5,923
+8% +$1.32M 2.26% 13
2021
Q2 		$16.1M Sell
71,587
-4,889
-6% -$1.08M 2.12% 14
2021
Q1 		$16.4M Buy
76,476
+7,224
+10% +$1.52M 2.33% 13
2020
Q4 		$13.5M Buy
69,252
+8,826
+15% +$1.56M 2.02% 14
2020
Q3 		$9.29M Sell
60,426
-487
-0.8% -$74.8K 1.56% 16
2020
Q2 		$8.88M Buy
60,913
+17,720
+41% +$2.38M 1.58% 17
2020
Q1 		$4.99M Buy
43,193
+2,475
+6% +$372K 1.1% 19
2019
Q4 		$6.27M Buy
40,718
+2,277
+6% +$363K 1.37% 18
2019
Q3 		$5.92M Sell
38,441
-473
-1% -$73.3K 1.34% 22
2019
Q2 		$6.1M Sell
38,914
-5,970
-13% -$923K 1.36% 22
2019
Q1 		$6.86M Buy
44,884
+12,646
+39% +$1.88M 1.84% 17
2018
Q4 		$4.21M Buy
+32,238
New +$4.69M 1.46% 15

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Elm Partners Management's VB Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, buying an estimated $2.52M and bringing the position to 94,216 shares worth $28.6M. The position accounts for 1.02% of the portfolio, ranked #20.

Elm Partners Management first reported a position in VB in Q4 2018 and has held it in 31 quarters since. The position peaked at $28.7M in Q3 2024. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Elm Partners Management held 94,216 shares of Vanguard Morningstar Small-Cap ETF worth $28.6M as of Q2 2026.
  • Elm Partners Management bought 8,793 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.52M.
  • Vanguard Morningstar Small-Cap ETF made up 1.02% of Elm Partners Management's portfolio in Q2 2026, its #20 holding.
  • Elm Partners Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Elm Partners Management's Vanguard Morningstar Small-Cap ETF position peaked at $28.7M in Q3 2024.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.