Empirical Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Empirical Asset 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	$230K	Sell	759 -2,174	-74%	-$623K	0.05%	387
2026 Q1	$211K	Buy	2,933 +3	+0.1%	+$812	0.06%	360
2025 Q4	$207K	Hold	2,930	–	–	0.06%	324
2025 Q3	$204K	Buy	+2,930	New	+$727K	0.06%	342
2025 Q1	–	Sell	-12,618	Closed	-$193K	–	461
2024 Q4	$193K	Buy	+12,618	New	+$3.1M	0.06%	311

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

Empirical Asset Management's VB Position: Q2 2026 in Review

Empirical Asset Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 74% in Q2 2026, selling an estimated $623K and leaving 759 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #387.

Empirical Asset Management first reported a position in VB in Q4 2024 and has held it in 5 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Empirical Asset Management held 759 shares of Vanguard Morningstar Small-Cap ETF worth $230K as of Q2 2026.
Empirical Asset Management sold 2,174 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $623K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Empirical Asset Management's portfolio in Q2 2026, its #387 holding.
Empirical Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.