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L. Roy Papp & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

L. Roy Papp & Associates’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 		$381K Hold
1,257
– – 0.04% 147
2026
Q1 		$329K Sell
1,257
-30
-2% -$8.12K 0.04% 149
2025
Q4 		$332K Buy
1,287
+27
+2% +$6.92K 0.04% 150
2025
Q3 		$320K Sell
1,260
-197
-14% -$48.9K 0.04% 152
2025
Q2 		$345K Buy
1,457
+1
+0.1% +$223 0.04% 146
2025
Q1 		$323K Hold
1,456
– – 0.04% 146
2024
Q4 		$350K Buy
1,456
+1
+0.1% +$246 0.04% 144
2024
Q3 		$345K Hold
1,455
– – 0.04% 140
2024
Q2 		$317K Hold
1,455
– – 0.04% 140
2024
Q1 		$333K Buy
1,455
+201
+16% +$43.2K 0.04% 140
2023
Q4 		$268K Hold
1,254
– – 0.03% 153
2023
Q3 		$237K Buy
1,254
+1
+0.1% +$199 0.03% 156
2023
Q2 		$249K Hold
1,253
– – 0.03% 156
2023
Q1 		$237K Buy
1,253
+1
+0.1% +$194 0.03% 159
2022
Q4 		$230K Hold
1,252
– – 0.03% 156
2022
Q3 		$214K Buy
1,252
+30
+2% +$5.66K 0.03% 159
2022
Q2 		$215K Buy
1,222
+15
+1% +$2.9K 0.03% 164
2022
Q1 		$257K Buy
+1,207
New +$254K 0.03% 159
2021
Q4 		– Sell
-1,204
Closed -$263K – 176
2021
Q3 		$263K Sell
1,204
-2
-0.2% -$445 0.03% 159
2021
Q2 		$272K Buy
1,206
+2
+0.2% +$443 0.03% 159
2021
Q1 		$258K Buy
1,204
+25
+2% +$5.27K 0.04% 155
2020
Q4 		$230K Buy
+1,179
New +$208K 0.03% 165
2020
Q1 		– Sell
-1,315
Closed -$218K – 169
2019
Q4 		$218K Hold
1,315
– – 0.03% 170
2019
Q3 		$202K Buy
1,315
+3
+0.2% +$465 0.03% 168
2019
Q2 		$206K Buy
+1,312
New +$203K 0.03% 166

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 22.9% 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

L. Roy Papp & Associates's VB Position: Q2 2026 in Review

L. Roy Papp & Associates held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,257 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #147.

L. Roy Papp & Associates first reported a position in VB in Q2 2019 and has held it in 25 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • L. Roy Papp & Associates held 1,257 shares of Vanguard Morningstar Small-Cap ETF worth $381K as of Q2 2026.
  • L. Roy Papp & Associates left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of L. Roy Papp & Associates's portfolio in Q2 2026, its #147 holding.
  • L. Roy Papp & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 25 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.