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Exchange Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Exchange Capital 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
2025
Q2 		$814K Hold
3,436
– – 0.12% 140
2025
Q1 		$762K Sell
3,436
-138
-4% -$33K 0.12% 142
2024
Q4 		$859K Sell
3,574
-353
-9% -$86.9K 0.14% 130
2024
Q3 		$932K Sell
3,927
-285
-7% -$64.8K 0.15% 133
2024
Q2 		$918K Buy
4,212
+93
+2% +$20.4K 0.15% 129
2024
Q1 		$942K Sell
4,119
-164
-4% -$35.3K 0.15% 132
2023
Q4 		$914K Sell
4,283
-218
-5% -$42K 0.16% 121
2023
Q3 		$851K Sell
4,501
-10
-0.2% -$1.99K 0.16% 120
2023
Q2 		$897K Buy
4,511
+524
+13% +$99K 0.17% 117
2023
Q1 		$756K Buy
3,987
+590
+17% +$114K 0.15% 122
2022
Q4 		$623K Hold
3,397
– – 0.14% 126
2022
Q3 		$581K Buy
3,397
+30
+0.9% +$5.66K 0.13% 128
2022
Q2 		$593K Hold
3,367
– – 0.13% 128
2022
Q1 		$716K Hold
3,367
– – 0.13% 127
2021
Q4 		$761K Buy
3,367
+774
+30% +$176K 0.14% 127
2021
Q3 		$567K Hold
2,593
– – 0.11% 133
2021
Q2 		$584K Hold
2,593
– – 0.11% 134
2021
Q1 		$555K Hold
2,593
– – 0.11% 135
2020
Q4 		$505K Hold
2,593
– – 0.11% 133
2020
Q3 		$399K Hold
2,593
– – 0.1% 138
2020
Q2 		$378K Hold
2,593
– – 0.1% 137
2020
Q1 		$299K Sell
2,593
-40
-2% -$6.01K 0.1% 133
2019
Q4 		$436K Hold
2,633
– – 0.11% 126
2019
Q3 		$405K Buy
+2,633
New +$408K 0.11% 125
2018
Q4 		– Sell
-800
Closed -$130K – 263
2018
Q3 		$130K Hold
800
– – 0.04% 135
2018
Q2 		$125K Hold
800
– – 0.04% 138
2018
Q1 		$118K Buy
+800
New +$119K 0.04% 132

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

Exchange Capital Management's VB Position: Q2 2025 in Review

Exchange Capital Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2025 at 3,436 shares worth $814K. The position accounts for 0.12% of the portfolio, ranked #140.

Exchange Capital Management first reported a position in VB in Q1 2018 and has held it in 27 quarters since. The position peaked at $942K in Q1 2024. 2,168 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Exchange Capital Management held 3,436 shares of Vanguard Morningstar Small-Cap ETF worth $814K as of Q2 2025.
  • Exchange Capital Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2025.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Exchange Capital Management's portfolio in Q2 2025, its #140 holding.
  • Exchange Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 27 quarters since.
  • Exchange Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $942K in Q1 2024.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.