GIA
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Gateway Investment Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Gateway Investment Advisers’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 		$437K Buy
+1,441
New +$413K ﹤0.01% 620
2026
Q1 		– Sell
-1,088
Closed -$281K – 723
2025
Q4 		$281K Buy
+1,088
New +$279K ﹤0.01% 523

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Gateway Investment Advisers's VB Position: Q2 2026 in Review

Gateway Investment Advisers opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 1,441 shares worth $437K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Gateway Investment Advisers previously reported a position in VB as recently as Q4 2025.

Gateway Investment Advisers first reported a position in VB in Q4 2025 and has held it in 2 quarters since. 1,464 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Gateway Investment Advisers held 1,441 shares of Vanguard Morningstar Small-Cap ETF worth $437K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Gateway Investment Advisers position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #620 holding.
  • Gateway Investment Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.