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

Kirtland Hills 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	$3.47M	Buy	11,457 +62	+0.5%	+$17.8K	0.99%	27
2026 Q1	$3.24M	Sell	11,395 -2,530	-18%	-$685K	1.03%	25
2025 Q4	$3.59M	Buy	13,925 +5,406	+63%	+$1.38M	1.26%	20
2025 Q3	$2.17M	Buy	8,519 +878	+11%	+$218K	0.86%	34
2025 Q2	$1.81M	Sell	7,641 -3,406	-31%	-$760K	0.83%	38
2025 Q1	$2.29M	Buy	11,047 +1,751	+19%	+$418K	1.39%	18
2024 Q4	$2.23M	Buy	9,296 +4,765	+105%	+$1.17M	1.43%	17
2024 Q3	$1.07M	Buy	4,531 +443	+11%	+$101K	0.59%	51
2024 Q2	$891K	Buy	4,088 +2,230	+120%	+$490K	0.74%	49
2024 Q1	$410K	Buy	+1,858	New	+$400K	0.35%	82

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

Kirtland Hills Capital Management's VB Position: Q2 2026 in Review

Kirtland Hills Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.54% in Q2 2026, buying an estimated $17.8K and bringing the position to 11,457 shares worth $3.47M. The position accounts for 0.99% of the portfolio, ranked #27.

Kirtland Hills Capital Management first reported a position in VB in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.59M in Q4 2025. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Kirtland Hills Capital Management held 11,457 shares of Vanguard Morningstar Small-Cap ETF worth $3.47M as of Q2 2026.
Kirtland Hills Capital Management bought 62 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $17.8K.
Vanguard Morningstar Small-Cap ETF made up 0.99% of Kirtland Hills Capital Management's portfolio in Q2 2026, its #27 holding.
Kirtland Hills Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Kirtland Hills Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $3.59M in Q4 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.