L.K. Benson & Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

L.K. Benson & Company’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	$1.26M	Buy	4,164 +2	+0%	+$573	0.38%	39
2026 Q1	$1.09M	Sell	4,162 -10	-0.2%	-$2.71K	0.36%	43
2025 Q4	$1.08M	Buy	4,172 +3	+0.1%	+$769	0.54%	43
2025 Q3	$1.06M	Buy	4,169 +385	+10%	+$95.5K	0.57%	41
2025 Q2	$897K	Sell	3,784 -22	-0.6%	-$4.91K	0.55%	40
2025 Q1	$844K	Sell	3,806 -152	-4%	-$36.3K	0.58%	40
2024 Q4	$951K	Buy	+3,958	New	+$974K	0.67%	34

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

L.K. Benson & Company's VB Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.05% in Q2 2026, buying an estimated $573 and bringing the position to 4,164 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #39.

L.K. Benson & Company first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

L.K. Benson & Company held 4,164 shares of Vanguard Morningstar Small-Cap ETF worth $1.26M as of Q2 2026.
L.K. Benson & Company bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
Vanguard Morningstar Small-Cap ETF made up 0.38% of L.K. Benson & Company's portfolio in Q2 2026, its #39 holding.
L.K. Benson & Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.