Jim Saulnier & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Jim Saulnier & Associates’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	$1.86M	Buy	6,136 +4,046	+194%	+$1.16M	0.75%	28
2026 Q1	$547K	Buy	2,090 +519	+33%	+$140K	0.27%	77
2025 Q4	$405K	Buy	1,571 +11	+0.7%	+$2.82K	0.21%	93
2025 Q3	$397K	Buy	1,560 +6	+0.4%	+$1.49K	0.22%	89
2025 Q2	$368K	Buy	1,554 +2	+0.1%	+$446	0.25%	76
2025 Q1	$344K	Buy	1,552 +9	+0.6%	+$2.15K	0.27%	71
2024 Q4	$371K	Buy	1,543 +36	+2%	+$8.86K	0.32%	57
2024 Q3	$357K	Buy	+1,507	New	+$342K	0.35%	55

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $80.9B AUM 26.08% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Jim Saulnier & Associates's VB Position: Q2 2026 in Review

Jim Saulnier & Associates increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 194% in Q2 2026, buying an estimated $1.16M and bringing the position to 6,136 shares worth $1.86M. The position accounts for 0.75% of the portfolio, ranked #28.

Jim Saulnier & Associates first reported a position in VB in Q3 2024 and has held it in 8 quarters since. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Jim Saulnier & Associates held 6,136 shares of Vanguard Morningstar Small-Cap ETF worth $1.86M as of Q2 2026.
Jim Saulnier & Associates bought 4,046 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.16M.
Vanguard Morningstar Small-Cap ETF made up 0.75% of Jim Saulnier & Associates's portfolio in Q2 2026, its #28 holding.
Jim Saulnier & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.