HI
VB icon

Human Investing’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Human Investing’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 		$915K Sell
3,019
-319
-10% -$91.4K 0.12% 45
2026
Q1 		$874K Buy
3,338
+268
+9% +$72.5K 0.13% 44
2025
Q4 		$792K Buy
3,070
+483
+19% +$124K 0.11% 50
2025
Q3 		$658K Sell
2,587
-253
-9% -$62.7K 0.1% 53
2025
Q2 		$673K Buy
2,840
+976
+52% +$218K 0.11% 50
2025
Q1 		$413K Buy
1,864
+77
+4% +$18.4K 0.07% 63
2024
Q4 		$429K Sell
1,787
-114
-6% -$28.1K 0.08% 62
2024
Q3 		$451K Buy
1,901
+93
+5% +$21.1K 0.08% 61
2024
Q2 		$394K Buy
1,808
+377
+26% +$82.8K 0.08% 64
2024
Q1 		$327K Buy
1,431
+29
+2% +$6.24K 0.07% 74
2023
Q4 		$299K Buy
1,402
+33
+2% +$6.36K 0.06% 77
2023
Q3 		$259K Buy
+1,369
New +$273K 0.06% 85
2022
Q3 		– Sell
-1,456
Closed -$256K – 122
2022
Q2 		$256K Buy
+1,456
New +$281K 0.06% 104
2021
Q2 		– Sell
-437
Closed -$94K – 284
2021
Q1 		$94K Hold
437
– – 0.02% 137
2020
Q4 		$85K Sell
437
-77
-15% -$13.6K 0.02% 147
2020
Q3 		$79K Sell
514
-311
-38% -$47.8K 0.03% 137
2020
Q2 		$120K Buy
825
+401
+95% +$53.8K 0.04% 117
2020
Q1 		$49K Buy
+424
New +$63.7K 0.02% 159
2019
Q1 		– Sell
-1,660
Closed -$247K – 421
2018
Q4 		$219K Buy
+1,660
New +$242K 0.09% 109

Other funds holding VB

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
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
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

Human Investing's VB Position: Q2 2026 in Review

Human Investing reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.6% in Q2 2026, selling an estimated $91.4K and leaving 3,019 shares worth $915K. The position accounts for 0.12% of the portfolio, ranked #45.

Human Investing first reported a position in VB in Q4 2018 and has held it in 19 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Human Investing held 3,019 shares of Vanguard Morningstar Small-Cap ETF worth $915K as of Q2 2026.
  • Human Investing sold 319 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $91.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Human Investing's portfolio in Q2 2026, its #45 holding.
  • Human Investing first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 19 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.