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Kennicott Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kennicott Capital 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 		$1.47M Sell
4,859
-36
-0.7% -$10.3K 0.68% 21
2026
Q1 		$1.28M Sell
4,895
-284
-5% -$76.9K 0.7% 23
2025
Q4 		$1.34M Sell
5,179
-2,084
-29% -$534K 0.65% 25
2025
Q3 		$1.85M Sell
7,263
-964
-12% -$239K 0.89% 21
2025
Q2 		$1.95M Sell
8,227
-1,938
-19% -$432K 1.11% 19
2025
Q1 		$2.25M Sell
10,165
-2,121
-17% -$507K 1.47% 17
2024
Q4 		$2.95M Sell
12,286
-1,433
-10% -$353K 1.52% 15
2024
Q3 		$3.25M Sell
13,719
-8
-0.1% -$1.82K 1.25% 15
2024
Q2 		$2.99M Sell
13,727
-15
-0.1% -$3.29K 1.24% 15
2024
Q1 		$3.14M Hold
13,742
– – 1.39% 13
2023
Q4 		$2.93M Sell
13,742
-1,293
-9% -$249K 1.44% 13
2023
Q3 		$2.84M Sell
15,035
-31,149
-67% -$6.21M 1.62% 13
2023
Q2 		$3.06M Buy
46,184
+30,805
+200% +$5.82M 1.57% 12
2023
Q1 		$2.92M Sell
15,379
-416
-3% -$80.7K 1.8% 11
2022
Q4 		$2.9M Buy
15,795
+367
+2% +$68K 2.2% 11
2022
Q3 		$2.64M Sell
15,428
-326
-2% -$61.5K 2.12% 13
2022
Q2 		$2.77M Buy
15,754
+24
+0.2% +$4.63K 2.12% 13
2022
Q1 		$3.34M Buy
15,730
+18
+0.1% +$3.79K 1.93% 13
2021
Q4 		$3.55M Sell
15,712
-273
-2% -$62K 2.14% 14
2021
Q3 		$3.5M Sell
15,985
-179
-1% -$39.8K 2.54% 11
2021
Q2 		$3.64M Sell
16,164
-472
-3% -$105K 2.71% 10
2021
Q1 		$3.56M Buy
+16,636
New +$3.5M 2.93% 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

Kennicott Capital Management's VB Position: Q2 2026 in Review

Kennicott Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.74% in Q2 2026, selling an estimated $10.3K and leaving 4,859 shares worth $1.47M. The position accounts for 0.68% of the portfolio, ranked #21.

Kennicott Capital Management first reported a position in VB in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.64M in Q2 2021. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Kennicott Capital Management held 4,859 shares of Vanguard Morningstar Small-Cap ETF worth $1.47M as of Q2 2026.
  • Kennicott Capital Management sold 36 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.68% of Kennicott Capital Management's portfolio in Q2 2026, its #21 holding.
  • Kennicott Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Kennicott Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $3.64M in Q2 2021.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.