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Johnson Bixby & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Johnson Bixby & 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 		$10M Buy
33,027
+3,197
+11% +$916K 1.12% 22
2026
Q1 		$7.81M Buy
29,830
+394
+1% +$107K 0.97% 23
2025
Q4 		$7.59M Sell
29,436
-4,061
-12% -$1.04M 0.94% 21
2025
Q3 		$8.52M Sell
33,497
-689
-2% -$171K 1.09% 18
2025
Q2 		$8.1M Sell
34,186
-1,635
-5% -$365K 1.11% 17
2025
Q1 		$7.94M Buy
35,821
+936
+3% +$224K 1.19% 17
2024
Q4 		$8.38M Buy
34,885
+2,877
+9% +$708K 1.28% 19
2024
Q3 		$7.59M Sell
32,008
-141
-0.4% -$32K 1.16% 19
2024
Q2 		$7.01M Buy
32,149
+608
+2% +$134K 1.17% 20
2024
Q1 		$7.21M Sell
31,541
-361
-1% -$77.7K 1.25% 19
2023
Q4 		$6.81M Buy
31,902
+281
+0.9% +$54.1K 1.28% 19
2023
Q3 		$5.98M Buy
31,621
+489
+2% +$97.4K 1.25% 20
2023
Q2 		$6.19M Buy
31,132
+1,910
+7% +$361K 1.28% 19
2023
Q1 		$5.54M Buy
29,222
+1,341
+5% +$260K 1.22% 19
2022
Q4 		$5.12M Sell
27,881
-432
-2% -$80.1K 1.19% 19
2022
Q3 		$4.84M Sell
28,313
-4,015
-12% -$758K 1.21% 19
2022
Q2 		$5.69M Buy
32,328
+470
+1% +$90.8K 1.39% 18
2022
Q1 		$6.77M Sell
31,858
-25,518
-44% -$5.37M 1.74% 16
2021
Q4 		$13M Buy
57,376
+5,554
+11% +$1.26M 3.44% 10
2021
Q3 		$11.3M Buy
51,822
+1,558
+3% +$346K 3.28% 10
2021
Q2 		$10.9M Buy
50,264
+6,612
+15% +$1.47M 3.16% 11
2021
Q1 		$9.35M Buy
43,652
+3,912
+10% +$824K 2.95% 10
2020
Q4 		$7.74M Buy
+39,740
New +$7.01M 2.56% 11

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

Johnson Bixby & Associates's VB Position: Q2 2026 in Review

Johnson Bixby & Associates increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, buying an estimated $916K and bringing the position to 33,027 shares worth $10M. The position accounts for 1.12% of the portfolio, ranked #22.

Johnson Bixby & Associates first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $13M in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Johnson Bixby & Associates held 33,027 shares of Vanguard Morningstar Small-Cap ETF worth $10M as of Q2 2026.
  • Johnson Bixby & Associates bought 3,197 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $916K.
  • Vanguard Morningstar Small-Cap ETF made up 1.12% of Johnson Bixby & Associates's portfolio in Q2 2026, its #22 holding.
  • Johnson Bixby & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Johnson Bixby & Associates's Vanguard Morningstar Small-Cap ETF position peaked at $13M in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.