Highland Investment Advisors LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Highland Investment Advisors LLC’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	$567K	Buy	+1,871	New	+$536K	0.25%	39

Other funds holding VB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Highland Investment Advisors LLC's VB Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 1,871 shares worth $567K. The stake represents 0.25% of the portfolio and ranks #39 among its holdings.

2,200 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Highland Investment Advisors LLC held 1,871 shares of Vanguard Morningstar Small-Cap ETF worth $567K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.25% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #39 holding.
2,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.