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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kelman-Lazarov Inc's VB Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.8% in Q1 2026, buying an estimated $63.1K and bringing the position to 2,616 shares worth $685K. The position accounts for 0.1% of the portfolio, ranked #82.

Kelman-Lazarov Inc first reported a position in VB in Q3 2025 and has held it in 3 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Kelman-Lazarov Inc held 2,616 shares of Vanguard Morningstar Small-Cap ETF worth $685K as of Q1 2026.
  • Kelman-Lazarov Inc bought 233 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $63.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #82 holding.
  • Kelman-Lazarov Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.