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Family Investment Center’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Family Investment Center’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 		$7.16M Sell
23,607
-218
-0.9% -$62.5K 1.19% 17
2026
Q1 		$6.24M Sell
23,825
-883
-4% -$239K 1.2% 18
2025
Q4 		$6.37M Sell
24,708
-324
-1% -$83K 1.29% 17
2025
Q3 		$6.37M Sell
25,032
-1,129
-4% -$280K 1.32% 18
2025
Q2 		$6.2M Sell
26,161
-2,396
-8% -$535K 1.4% 18
2025
Q1 		$6.33M Sell
28,557
-2,251
-7% -$538K 1.55% 18
2024
Q4 		$7.4M Sell
30,808
-991
-3% -$244K 1.88% 18
2024
Q3 		$7.54M Sell
31,799
-620
-2% -$141K 1.89% 19
2024
Q2 		$7.07M Sell
32,419
-3,357
-9% -$737K 2.11% 18
2024
Q1 		$8.18M Sell
35,776
-5,043
-12% -$1.08M 2.64% 12
2023
Q4 		$8.71M Sell
40,819
-11,982
-23% -$2.31M 4.38% 6
2023
Q3 		$9.98M Sell
52,801
-46,441
-47% -$9.25M 6.03% 4
2023
Q2 		$19.7M Buy
99,242
+6,489
+7% +$1.23M 12.63% 3
2023
Q1 		$17.6M Buy
92,753
+5,810
+7% +$1.13M 12.08% 3
2022
Q4 		$16M Buy
+86,943
New +$16.1M 11.64% 3

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

Family Investment Center's VB Position: Q2 2026 in Review

Family Investment Center reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.92% in Q2 2026, selling an estimated $62.5K and leaving 23,607 shares worth $7.16M. The position accounts for 1.19% of the portfolio, ranked #17.

Family Investment Center first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.7M in Q2 2023. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Family Investment Center held 23,607 shares of Vanguard Morningstar Small-Cap ETF worth $7.16M as of Q2 2026.
  • Family Investment Center sold 218 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $62.5K.
  • Vanguard Morningstar Small-Cap ETF made up 1.19% of Family Investment Center's portfolio in Q2 2026, its #17 holding.
  • Family Investment Center first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Family Investment Center's Vanguard Morningstar Small-Cap ETF position peaked at $19.7M in Q2 2023.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.