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Ingalls & Snyder LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ingalls & Snyder 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 		$220K Sell
726
-90
-11% -$25.8K 0.01% 422
2026
Q1 		$214K Buy
+816
New +$221K 0.01% 424

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

Ingalls & Snyder LLC's VB Position: Q2 2026 in Review

Ingalls & Snyder LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, selling an estimated $25.8K and leaving 726 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #422.

Ingalls & Snyder LLC first reported a position in VB in Q1 2026 and has held it in 2 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Ingalls & Snyder LLC held 726 shares of Vanguard Morningstar Small-Cap ETF worth $220K as of Q2 2026.
  • Ingalls & Snyder LLC sold 90 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $25.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #422 holding.
  • Ingalls & Snyder LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.