GK
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Graney & King’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Graney & King’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 		$1.48M Buy
4,838
+187
+4% +$53.6K 0.53% 21
2026
Q1 		$1.22M Buy
4,651
+352
+8% +$95.3K 0.66% 20
2025
Q4 		$1.11M Buy
4,299
+82
+2% +$21K 0.65% 25
2025
Q3 		$1.07M Buy
4,217
+39
+0.9% +$9.67K 0.74% 25
2025
Q2 		$990K Buy
4,178
+1,237
+42% +$276K 0.66% 24
2025
Q1 		$652K Sell
2,941
-369
-11% -$88.1K 0.49% 30
2024
Q4 		$795K Buy
+3,310
New +$814K 0.6% 26

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

Graney & King's VB Position: Q2 2026 in Review

Graney & King increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4% in Q2 2026, buying an estimated $53.6K and bringing the position to 4,838 shares worth $1.48M. The position accounts for 0.53% of the portfolio, ranked #21.

Graney & King first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Graney & King held 4,838 shares of Vanguard Morningstar Small-Cap ETF worth $1.48M as of Q2 2026.
  • Graney & King bought 187 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $53.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.53% of Graney & King's portfolio in Q2 2026, its #21 holding.
  • Graney & King first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.