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JM2 Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

JM2 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 		$635K Hold
2,096
– – 0.44% 57
2026
Q1 		$549K Hold
2,096
– – 0.46% 62
2025
Q4 		$541K Buy
+2,096
New +$537K 0.43% 60

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

JM2 Capital's VB Position: Q2 2026 in Review

JM2 Capital held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,096 shares worth $635K. The position accounts for 0.44% of the portfolio, ranked #57.

JM2 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.

  • JM2 Capital held 2,096 shares of Vanguard Morningstar Small-Cap ETF worth $635K as of Q2 2026.
  • JM2 Capital left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.44% of JM2 Capital's portfolio in Q2 2026, its #57 holding.
  • JM2 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 JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.