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Farmers & Merchants Investments Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Farmers & Merchants Investments Inc’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 		$3.92M Sell
12,929
-1,649
-11% -$473K 0.1% 145
2026
Q1 		$3.82M Buy
14,578
+382
+3% +$103K 0.11% 140
2025
Q4 		$3.66M Sell
14,196
-200
-1% -$51.2K 0.1% 141
2025
Q3 		$3.66M Sell
14,396
-357
-2% -$88.5K 0.1% 140
2025
Q2 		$3.5M Sell
14,753
-606
-4% -$135K 0.1% 142
2025
Q1 		$3.41M Sell
15,359
-100
-0.6% -$23.9K 0.11% 144
2024
Q4 		$3.71M Sell
15,459
-1,026
-6% -$252K 0.12% 138
2024
Q3 		$3.91M Sell
16,485
-1,000
-6% -$227K 0.12% 135
2024
Q2 		$3.81M Sell
17,485
-560
-3% -$123K 0.13% 134
2024
Q1 		$4.12M Hold
18,045
– – 0.14% 135
2023
Q4 		$3.85M Sell
18,045
-336
-2% -$64.7K 0.14% 133
2023
Q3 		$3.48M Sell
18,381
-1,264
-6% -$252K 0.14% 134
2023
Q2 		$3.91M Sell
19,645
-25
-0.1% -$4.72K 0.15% 132
2023
Q1 		$3.73M Sell
19,670
-32
-0.2% -$6.21K 0.15% 134
2022
Q4 		$3.62M Buy
19,702
+113
+0.6% +$20.9K 0.15% 137
2022
Q3 		$3.35M Sell
19,589
-88
-0.4% -$16.6K 0.15% 133
2022
Q2 		$3.46M Sell
19,677
-1,617
-8% -$312K 0.15% 136
2022
Q1 		$4.53M Buy
21,294
+44
+0.2% +$9.26K 0.17% 130
2021
Q4 		$4.8M Sell
21,250
-315
-1% -$71.6K 0.18% 129
2021
Q3 		$4.72M Buy
21,565
+1,010
+5% +$225K 0.2% 124
2021
Q2 		$4.63M Buy
20,555
+5
+0% +$1.11K 0.21% 126
2021
Q1 		$4.4M Buy
20,550
+343
+2% +$72.3K 0.21% 125
2020
Q4 		$3.93M Sell
20,207
-25
-0.1% -$4.41K 0.2% 124
2020
Q3 		$3.11M Buy
20,232
+15
+0.1% +$2.3K 0.19% 129
2020
Q2 		$2.95M Sell
20,217
-1,247
-6% -$167K 0.19% 128
2020
Q1 		$2.48M Sell
21,464
-3,395
-14% -$510K 0.19% 128
2019
Q4 		$4.12M Buy
24,859
+975
+4% +$155K 0.25% 110
2019
Q3 		$3.68M Buy
23,884
+317
+1% +$49.2K 0.23% 118
2019
Q2 		$3.69M Buy
23,567
+347
+1% +$53.6K 0.24% 116
2019
Q1 		$3.55M Buy
23,220
+133
+0.6% +$19.8K 0.24% 116
2018
Q4 		$3.05M Buy
23,087
+477
+2% +$69.4K 0.23% 117
2018
Q3 		$3.68M Sell
22,610
-45
-0.2% -$7.28K 0.25% 115
2018
Q2 		$3.53M Buy
22,655
+209
+0.9% +$32K 0.26% 116
2018
Q1 		$3.3M Buy
22,446
+300
+1% +$44.8K 0.25% 117
2017
Q4 		$3.27M Sell
22,146
-10,245
-32% -$1.48M 0.24% 118
2017
Q3 		$4.58M Buy
32,391
+80
+0.2% +$10.9K 0.36% 96
2017
Q2 		$4.38M Sell
32,311
-714
-2% -$95.7K 0.36% 94
2017
Q1 		$4.4M Sell
33,025
-1,405
-4% -$186K 0.39% 88
2016
Q4 		$4.44M Buy
34,430
+164
+0.5% +$20.4K 0.41% 79
2016
Q3 		$4.19M Sell
34,266
-5,734
-14% -$694K 0.44% 80
2016
Q2 		$4.63M Buy
40,000
+286
+0.7% +$32.5K 0.52% 72
2016
Q1 		$4.43M Sell
39,714
-1,485
-4% -$154K 0.51% 70
2015
Q4 		$4.56M Buy
41,199
+11,578
+39% +$1.31M 0.57% 63
2015
Q3 		$3.2M Buy
29,621
+2,946
+11% +$344K 0.44% 80
2015
Q2 		$3.24M Buy
26,675
+369
+1% +$45.3K 0.41% 86
2015
Q1 		$3.22M Sell
26,306
-300
-1% -$35.5K 0.41% 86
2014
Q4 		$3.1M Buy
26,606
+2,249
+9% +$256K 0.39% 86
2014
Q3 		$2.69M Buy
24,357
+492
+2% +$56.4K 0.36% 92
2014
Q2 		$2.79M Sell
23,865
-2,438
-9% -$273K 0.37% 90
2014
Q1 		$2.97M Buy
26,303
+579
+2% +$64.2K 0.42% 90
2013
Q4 		$2.83M Buy
25,724
+583
+2% +$62K 0.41% 91
2013
Q3 		$2.58M Buy
25,141
+2,114
+9% +$211K 0.41% 89
2013
Q2 		$2.16M Buy
+23,027
New +$2.13M 0.33% 103

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

Farmers & Merchants Investments Inc's VB Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, selling an estimated $473K and leaving 12,929 shares worth $3.92M. The position accounts for 0.1% of the portfolio, ranked #145.

Farmers & Merchants Investments Inc first reported a position in VB in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.8M in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Farmers & Merchants Investments Inc held 12,929 shares of Vanguard Morningstar Small-Cap ETF worth $3.92M as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 1,649 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $473K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #145 holding.
  • Farmers & Merchants Investments Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Farmers & Merchants Investments Inc's Vanguard Morningstar Small-Cap ETF position peaked at $4.8M in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.