GC
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Grimes & Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Grimes & Company’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 		$357M Buy
1,178,370
+37,590
+3% +$10.8M 7.73% 1
2026
Q1 		$299M Buy
1,140,780
+31,193
+3% +$8.44M 8.27% 2
2025
Q4 		$286M Buy
1,109,587
+31,278
+3% +$8.01M 6.84% 2
2025
Q3 		$274M Buy
1,078,309
+494,886
+85% +$123M 6.77% 2
2025
Q2 		$138M Buy
583,423
+7,233
+1% +$1.61M 3.76% 7
2025
Q1 		$128M Sell
576,190
-125,934
-18% -$30.1M 3.95% 5
2024
Q4 		$169M Buy
702,124
+27,331
+4% +$6.72M 4.86% 4
2024
Q3 		$160M Buy
674,793
+526,226
+354% +$120M 4.33% 5
2024
Q2 		$32.4M Buy
148,567
+99,462
+203% +$21.8M 0.97% 19
2024
Q1 		$11.2M Buy
49,105
+48,101
+4,791% +$10.3M 0.35% 68
2023
Q4 		$214K Sell
1,004
-82
-8% -$15.8K 0.01% 298
2023
Q3 		$205K Buy
1,086
+24
+2% +$4.78K 0.01% 274
2023
Q2 		$211K Buy
+1,062
New +$201K 0.01% 279
2022
Q2 		– Sell
-1,182
Closed -$251K – 299
2022
Q1 		$251K Sell
1,182
-78
-6% -$16.4K 0.01% 257
2021
Q4 		$285K Buy
1,260
+186
+17% +$42.3K 0.01% 247
2021
Q3 		$235K Buy
1,074
+133
+14% +$29.6K 0.01% 269
2021
Q2 		$212K Sell
941
-165
-15% -$36.6K 0.01% 282
2021
Q1 		$237K Buy
+1,106
New +$233K 0.01% 256
2019
Q2 		– Sell
-1,941
Closed -$297K – 262
2019
Q1 		$297K Buy
1,941
+300
+18% +$44.6K 0.02% 204
2018
Q4 		$217K Sell
1,641
-38
-2% -$5.53K 0.02% 212
2018
Q3 		$273K Hold
1,679
– – 0.02% 203
2018
Q2 		$261K Buy
1,679
+86
+5% +$13.2K 0.02% 201
2018
Q1 		$234K Buy
1,593
+107
+7% +$16K 0.02% 207
2017
Q4 		$220K Sell
1,486
-170
-10% -$24.6K 0.02% 198
2017
Q3 		$234K Hold
1,656
– – 0.02% 182
2017
Q2 		$224K Sell
1,656
-60
-3% -$8.04K 0.03% 188
2017
Q1 		$229K Hold
1,716
– – 0.03% 182
2016
Q4 		$221K Sell
1,716
-256
-13% -$31.8K 0.03% 183
2016
Q3 		$241K Hold
1,972
– – 0.03% 174
2016
Q2 		$228K Hold
1,972
– – 0.03% 184
2016
Q1 		$220K Hold
1,972
– – 0.03% 177
2015
Q4 		$218K Hold
1,972
– – 0.03% 179
2015
Q3 		$213K Hold
1,972
– – 0.03% 171
2015
Q2 		$240K Buy
+1,972
New +$242K 0.03% 167

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Grimes & Company's VB Position: Q2 2026 in Review

Grimes & Company increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.3% in Q2 2026, buying an estimated $10.8M and bringing the position to 1,178,370 shares worth $357M. The position accounts for 7.73% of the portfolio, ranked #1.

Grimes & Company first reported a position in VB in Q2 2015 and has held it in 34 quarters since. 1,271 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Grimes & Company held 1,178,370 shares of Vanguard Morningstar Small-Cap ETF worth $357M as of Q2 2026.
  • Grimes & Company bought 37,590 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.8M.
  • Vanguard Morningstar Small-Cap ETF made up 7.73% of Grimes & Company's portfolio in Q2 2026, its #1 holding.
  • Grimes & Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2015 and has held it in 34 quarters since.
  • 1,271 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.