Ken Fisher
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Ken Fisher’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ken Fisher’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 		$1.12M Buy
4,281
+597
+16% +$162K ﹤0.01% 671
2025
Q4 		$950K Buy
3,684
+1,618
+78% +$415K ﹤0.01% 680
2025
Q3 		$525K Buy
2,066
+252
+14% +$62.5K ﹤0.01% 774
2025
Q2 		$430K Sell
1,814
-245
-12% -$54.7K ﹤0.01% 812
2025
Q1 		$457K Sell
2,059
-842
-29% -$201K ﹤0.01% 801
2024
Q4 		$697K Buy
2,901
+1,467
+102% +$361K ﹤0.01% 718
2024
Q3 		$340K Sell
1,434
-3,637
-72% -$826K ﹤0.01% 816
2024
Q2 		$1.11M Buy
5,071
+238
+5% +$52.3K ﹤0.01% 667
2024
Q1 		$1.1M Buy
4,833
+3,526
+270% +$758K ﹤0.01% 675
2023
Q4 		$279K Sell
1,307
-2,229
-63% -$429K ﹤0.01% 878
2023
Q3 		$669K Buy
3,536
+1,349
+62% +$269K ﹤0.01% 807
2023
Q2 		$435K Buy
2,187
+1,001
+84% +$189K ﹤0.01% 884
2023
Q1 		$225K Buy
+1,186
New +$230K ﹤0.01% 968
2022
Q2 		– Sell
-1,874
Closed -$398K – 992
2022
Q1 		$398K Sell
1,874
-130
-6% -$27.4K ﹤0.01% 772
2021
Q4 		$453K Buy
2,004
+701
+54% +$159K ﹤0.01% 783
2021
Q3 		$285K Sell
1,303
-689
-35% -$153K ﹤0.01% 810
2021
Q2 		$449K Sell
1,992
-2,623
-57% -$581K ﹤0.01% 737
2021
Q1 		$988K Buy
4,615
+2,265
+96% +$477K ﹤0.01% 616
2020
Q4 		$457K Buy
+2,350
New +$415K ﹤0.01% 721
2019
Q4 		– Sell
-1,579
Closed -$243K – 854
2019
Q3 		$243K Sell
1,579
-24
-1% -$3.72K ﹤0.01% 763
2019
Q2 		$251K Buy
+1,603
New +$248K ﹤0.01% 764
2018
Q3 		– Sell
-1,583
Closed -$246K – 851
2018
Q2 		$246K Buy
+1,583
New +$242K ﹤0.01% 737

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 $374B AUM 17.66% 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

Ken Fisher's VB Position: Q1 2026 in Review

Ken Fisher increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q1 2026, buying an estimated $162K and bringing the position to 4,281 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Ken Fisher first reported a position in VB in Q2 2018 and has held it in 22 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Ken Fisher held 4,281 shares of Vanguard Morningstar Small-Cap ETF worth $1.12M as of Q1 2026.
  • Ken Fisher bought 597 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $162K.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #671 holding.
  • Ken Fisher first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2018 and has held it in 22 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.