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	$37.9M	Buy	124,998 +39,575	+46%	+$11.3M	1.13%	20
2026 Q1	$21.7M	Sell	85,423 -20,481	-19%	-$5.54M	0.94%	21
2025 Q4	$27.3M	Buy	105,904 +281	+0.3%	+$72K	1.01%	21
2025 Q3	$26.9M	Buy	105,623 +73,272	+226%	+$18.2M	1.09%	21
2025 Q2	$7.67M	Sell	32,351 -39,201	-55%	-$8.75M	0.36%	26
2025 Q1	$15.9M	Sell	71,552 -33,669	-32%	-$8.04M	0.82%	18
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	$4.22M	Buy	+32,238	New	+$4.69M	1.46%	15

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 22.9% 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

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

Elm Partners Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 46% in Q2 2026, buying an estimated $11.3M and bringing the position to 124,998 shares worth $37.9M. The position accounts for 1.13% 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. 2,487 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Elm Partners Management held 124,998 shares of Vanguard Morningstar Small-Cap ETF worth $37.9M as of Q2 2026.
Elm Partners Management bought 39,575 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $11.3M.
Vanguard Morningstar Small-Cap ETF made up 1.13% 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.
2,487 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.