GS Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

GS Investments’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 Q1	$93.5K	Hold	357	–	–	0.05%	77
2025 Q4	$92.1K	Hold	357	–	–	0.05%	75
2025 Q3	$90.8K	Hold	357	–	–	0.04%	74
2025 Q2	$84.6K	Hold	357	–	–	0.04%	79
2025 Q1	$79.2K	Hold	357	–	–	0.04%	82
2024 Q4	$85.8K	Hold	357	–	–	0.04%	81
2024 Q3	$84.7K	Hold	357	–	–	0.04%	82
2024 Q2	$77.8K	Hold	357	–	–	0.04%	81
2024 Q1	$81.6K	Hold	357	–	–	0.04%	86
2023 Q4	$76.2K	Hold	357	–	–	0.04%	86
2023 Q3	$67.5K	Hold	357	–	–	0.04%	87
2023 Q2	$71K	Hold	357	–	–	0.04%	88
2023 Q1	$67.7K	Buy	357 +138	+63%	+$26.8K	0.04%	87
2022 Q4	$40.2K	Hold	219	–	–	0.02%	88
2022 Q3	$37K	Hold	219	–	–	0.02%	90
2022 Q2	$42K	Hold	219	–	–	0.02%	92
2022 Q1	$45K	Buy	219 +45	+26%	+$9.47K	0.03%	91
2021 Q4	$39K	Buy	174 +39	+29%	+$8.86K	0.02%	98
2021 Q3	$30K	Buy	+135	New	+$30K	0.02%	102

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GS Investments's VB Position: Q1 2026 in Review

GS Investments held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 357 shares worth $93.5K. The position accounts for 0.05% of the portfolio, ranked #77.

GS Investments first reported a position in VB in Q3 2021 and has held it in 19 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

GS Investments held 357 shares of Vanguard Morningstar Small-Cap ETF worth $93.5K as of Q1 2026.
GS Investments left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up 0.05% of GS Investments's portfolio in Q1 2026, its #77 holding.
GS Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on GS Investments's 13F filing for Q1 2026, filed 6 May 2026.