Jackson Hole Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Jackson Hole Capital Partners’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	$10.3K	Hold	39	–	–	﹤0.01%	287
2025 Q4	$10.1K	Hold	39	–	–	﹤0.01%	283
2025 Q3	$9.96K	Hold	39	–	–	﹤0.01%	279
2025 Q2	$9.28K	Hold	39	–	–	﹤0.01%	259
2025 Q1	$8.68K	Hold	39	–	–	﹤0.01%	259
2024 Q4	$9.4K	Hold	39	–	–	﹤0.01%	254
2024 Q3	$9.26K	Hold	39	–	–	﹤0.01%	248
2024 Q2	$8.5K	Hold	39	–	–	﹤0.01%	253
2024 Q1	$8.91K	Hold	39	–	–	﹤0.01%	252
2023 Q4	$8.32K	Hold	39	–	–	﹤0.01%	253
2023 Q3	$7.37K	Hold	39	–	–	﹤0.01%	240
2023 Q2	$7.76K	Hold	39	–	–	﹤0.01%	255
2023 Q1	$7.39K	Hold	39	–	–	﹤0.01%	277
2022 Q4	$7.16K	Hold	39	–	–	﹤0.01%	245
2022 Q3	$7K	Hold	39	–	–	﹤0.01%	244
2022 Q2	$7K	Buy	39 +10	+34%	+$1.93K	﹤0.01%	222
2022 Q1	$6K	Buy	29 +19	+190%	+$4K	﹤0.01%	239
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	233
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	243
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	241
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	239
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	208
2020 Q3	$2K	Buy	+10	New	+$1.54K	﹤0.01%	184

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

Jackson Hole Capital Partners's VB Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 39 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Jackson Hole Capital Partners first reported a position in VB in Q3 2020 and has held it in 23 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Jackson Hole Capital Partners held 39 shares of Vanguard Morningstar Small-Cap ETF worth $10.3K as of Q1 2026.
Jackson Hole Capital Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #287 holding.
Jackson Hole Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and has held it in 23 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.