FMP
VB icon

Financial Management Professionals’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Financial Management Professionals’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 		$37.9M Sell
124,872
-3,442
-3% -$986K 3.59% 10
2026
Q1 		$33.6M Buy
128,314
+128,206
+118,709% +$34.7M 3.77% 11
2025
Q4 		$27.9K Hold
108
– – ﹤0.01% 332
2025
Q3 		$27.5K Sell
108
-601
-85% -$149K ﹤0.01% 333
2025
Q2 		$169K Buy
709
+601
+556% +$134K 0.02% 157
2025
Q1 		$23.9K Hold
108
– – ﹤0.01% 388
2024
Q4 		$25.9K Hold
108
– – ﹤0.01% 365
2024
Q3 		$26K Sell
108
-84
-44% -$19.1K ﹤0.01% 375
2024
Q2 		$42K Sell
192
-50
-21% -$11K 0.01% 284
2024
Q1 		$55K Hold
242
– – 0.01% 266
2023
Q4 		$52K Buy
242
+158
+188% +$30.4K 0.01% 255
2023
Q3 		$16K Sell
84
-3
-3% -$598 ﹤0.01% 414
2023
Q2 		$17K Sell
87
-101,201
-100% -$19.1M ﹤0.01% 440
2023
Q1 		$19.2M Buy
101,288
+101,276
+843,967% +$19.6M 3.7% 8
2022
Q4 		$2K Hold
12
– – ﹤0.01% 776
2022
Q3 		$2K Hold
12
– – ﹤0.01% 780
2022
Q2 		$2K Hold
12
– – ﹤0.01% 787
2022
Q1 		$3K Hold
12
– – ﹤0.01% 743
2021
Q4 		$3K Buy
12
+9
+300% +$2.04K ﹤0.01% 695
2021
Q3 		$1K Hold
3
– – ﹤0.01% 901
2021
Q2 		$1K Hold
3
– – ﹤0.01% 852
2021
Q1 		$1K Hold
3
– – ﹤0.01% 644
2020
Q4 		$1K Hold
3
– – ﹤0.01% 615
2020
Q3 		$0 Hold
3
– – ﹤0.01% 644
2020
Q2 		$0 Buy
+3
New +$403 ﹤0.01% 632

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

Financial Management Professionals's VB Position: Q2 2026 in Review

Financial Management Professionals reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.7% in Q2 2026, selling an estimated $986K and leaving 124,872 shares worth $37.9M. The position accounts for 3.59% of the portfolio, ranked #10.

Financial Management Professionals first reported a position in VB in Q2 2020 and has held it in 25 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Financial Management Professionals held 124,872 shares of Vanguard Morningstar Small-Cap ETF worth $37.9M as of Q2 2026.
  • Financial Management Professionals sold 3,442 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $986K.
  • Vanguard Morningstar Small-Cap ETF made up 3.59% of Financial Management Professionals's portfolio in Q2 2026, its #10 holding.
  • Financial Management Professionals first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.