Kayne Anderson Rudnick Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$167K	Hold	550	–	–	﹤0.01%	551
2026 Q1	$144K	Sell	550 -10	-2%	-$2.71K	﹤0.01%	525
2025 Q4	$145K	Hold	560	–	–	﹤0.01%	528
2025 Q3	$142K	Hold	560	–	–	﹤0.01%	525
2025 Q2	$133K	Buy	560 +115	+26%	+$25.7K	﹤0.01%	531
2025 Q1	$98.7K	Hold	445	–	–	﹤0.01%	533
2024 Q4	$107K	Hold	445	–	–	﹤0.01%	499
2024 Q3	$106K	Hold	445	–	–	﹤0.01%	495
2024 Q2	$97.1K	Hold	445	–	–	﹤0.01%	497
2024 Q1	$102K	Hold	445	–	–	﹤0.01%	499
2023 Q4	$94.9K	Hold	445	–	–	﹤0.01%	485
2023 Q3	$84.1K	Hold	445	–	–	﹤0.01%	480
2023 Q2	$88.5K	Hold	445	–	–	﹤0.01%	468
2023 Q1	$84.4K	Buy	445 +10	+2%	+$1.94K	﹤0.01%	462
2022 Q4	$79.8K	Hold	435	–	–	﹤0.01%	481
2022 Q3	$74K	Hold	435	–	–	﹤0.01%	460
2022 Q2	$77K	Hold	435	–	–	﹤0.01%	456
2022 Q1	$92K	Sell	435 -14	-3%	-$2.95K	﹤0.01%	436
2021 Q4	$102K	Hold	449	–	–	﹤0.01%	450
2021 Q3	$98K	Hold	449	–	–	﹤0.01%	434
2021 Q2	$101K	Hold	449	–	–	﹤0.01%	429
2021 Q1	$96K	Hold	449	–	–	﹤0.01%	423
2020 Q4	$87K	Hold	449	–	–	﹤0.01%	412
2020 Q3	$69K	Hold	449	–	–	﹤0.01%	407
2020 Q2	$66K	Sell	449 -3,801	-89%	-$510K	﹤0.01%	390
2020 Q1	$491K	Buy	4,250 +4,236	+30,257%	+$637K	﹤0.01%	323
2019 Q4	$2K	Hold	14	–	–	﹤0.01%	592
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	525
2019 Q2	$2K	Buy	+14	New	+$2.16K	﹤0.01%	514

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

Kayne Anderson Rudnick Investment Management's VB Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 550 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Kayne Anderson Rudnick Investment Management first reported a position in VB in Q2 2019 and has held it in 29 quarters since. The position peaked at $491K in Q1 2020. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 550 shares of Vanguard Morningstar Small-Cap ETF worth $167K as of Q2 2026.
Kayne Anderson Rudnick Investment Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #551 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
Kayne Anderson Rudnick Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $491K in Q1 2020.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.