Fort Sheridan Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Fort Sheridan Advisors’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	$483K	Hold	1,594	–	–	0.05%	196
2026 Q1	$418K	Buy	+1,594	New	+$431K	0.05%	202
2025 Q2	–	Sell	-1,594	Closed	-$354K	–	260
2025 Q1	$354K	Sell	1,594 -156	-9%	-$37.3K	0.05%	193
2024 Q4	$421K	Sell	1,750 -91	-5%	-$22.4K	0.06%	177
2024 Q3	$437K	Sell	1,841 -564	-23%	-$128K	0.07%	169
2024 Q2	$524K	Buy	+2,405	New	+$528K	0.08%	141

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

Fort Sheridan Advisors's VB Position: Q2 2026 in Review

Fort Sheridan Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,594 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #196.

Fort Sheridan Advisors first reported a position in VB in Q2 2024 and has held it in 6 quarters since. The position peaked at $524K in Q2 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Fort Sheridan Advisors held 1,594 shares of Vanguard Morningstar Small-Cap ETF worth $483K as of Q2 2026.
Fort Sheridan Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Fort Sheridan Advisors's portfolio in Q2 2026, its #196 holding.
Fort Sheridan Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 6 quarters since.
Fort Sheridan Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $524K in Q2 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.