F/M Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

F/M Investments’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	$219K	Sell	723 -188	-21%	-$53.9K	0.01%	337
2026 Q1	$239K	Buy	+911	New	+$247K	0.02%	311
2025 Q3	–	Sell	-1,566	Closed	-$367K	–	431
2025 Q2	$367K	Sell	1,566 -1,927	-55%	-$430K	0.01%	352
2025 Q1	$774K	Buy	3,493 +188	+6%	+$44.9K	0.03%	308
2024 Q4	$794K	Buy	3,305 +163	+5%	+$40.1K	0.03%	304
2024 Q3	$745K	Sell	3,142 -43	-1%	-$9.77K	0.02%	275
2024 Q2	$694K	Buy	+3,185	New	+$699K	0.03%	271

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

F/M Investments's VB Position: Q2 2026 in Review

F/M Investments reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 21% in Q2 2026, selling an estimated $53.9K and leaving 723 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #337.

F/M Investments first reported a position in VB in Q2 2024 and has held it in 7 quarters since. The position peaked at $794K in Q4 2024. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

F/M Investments held 723 shares of Vanguard Morningstar Small-Cap ETF worth $219K as of Q2 2026.
F/M Investments sold 188 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $53.9K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of F/M Investments's portfolio in Q2 2026, its #337 holding.
F/M Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 7 quarters since.
F/M Investments's Vanguard Morningstar Small-Cap ETF position peaked at $794K in Q4 2024.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.