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Kelman-Lazarov Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kelman-Lazarov Inc’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 		$784K Sell
2,588
-28
-1% -$8.02K 0.1% 79
2026
Q1 		$685K Buy
2,616
+233
+10% +$63.1K 0.1% 82
2025
Q4 		$615K Hold
2,383
– – 0.09% 84
2025
Q3 		$606K Buy
+2,383
New +$591K 0.09% 79

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 22.9% 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

Kelman-Lazarov Inc's VB Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q2 2026, selling an estimated $8.02K and leaving 2,588 shares worth $784K. The position accounts for 0.1% of the portfolio, ranked #79.

Kelman-Lazarov Inc first reported a position in VB in Q3 2025 and has held it in 4 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Kelman-Lazarov Inc held 2,588 shares of Vanguard Morningstar Small-Cap ETF worth $784K as of Q2 2026.
  • Kelman-Lazarov Inc sold 28 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.02K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #79 holding.
  • Kelman-Lazarov Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.