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Jefferson Bridge Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Jefferson Bridge Capital’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 		$879K Sell
2,900
-356
-11% -$102K 0.76% 42
2026
Q1 		$853K Buy
3,256
+44
+1% +$11.9K 0.85% 39
2025
Q4 		$829K Buy
+3,212
New +$823K 0.83% 40

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jefferson Bridge Capital's VB Position: Q2 2026 in Review

Jefferson Bridge Capital reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, selling an estimated $102K and leaving 2,900 shares worth $879K. The position accounts for 0.76% of the portfolio, ranked #42.

Jefferson Bridge Capital first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 1,658 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Jefferson Bridge Capital held 2,900 shares of Vanguard Morningstar Small-Cap ETF worth $879K as of Q2 2026.
  • Jefferson Bridge Capital sold 356 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Morningstar Small-Cap ETF made up 0.76% of Jefferson Bridge Capital's portfolio in Q2 2026, its #42 holding.
  • Jefferson Bridge Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,658 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.