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LAM Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

LAM Group’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 		$1.74M Hold
5,750
– – 0.87% 34
2026
Q1 		$1.51M Hold
5,750
– – 0.83% 33
2025
Q4 		$1.48M Buy
5,750
+45
+0.8% +$11.5K 0.85% 30
2025
Q3 		$1.45M Hold
5,705
– – 0.9% 27
2025
Q2 		$1.35M Hold
5,705
– – 0.9% 28
2025
Q1 		$1.27M Hold
5,705
– – 0.93% 31
2024
Q4 		$1.37M Hold
5,705
– – 0.98% 28
2024
Q3 		$1.35M Sell
5,705
-70
-1% -$15.9K 0.96% 30
2024
Q2 		$1.26M Sell
5,775
-45
-0.8% -$9.88K 1.06% 27
2024
Q1 		$1.33M Buy
5,820
+5
+0.1% +$1.08K 1.08% 26
2023
Q4 		$1.24M Sell
5,815
-5
-0.1% -$963 1.13% 23
2023
Q3 		$1.1M Sell
5,820
-65
-1% -$13K 1.08% 24
2023
Q2 		$1.17M Sell
5,885
-170
-3% -$32.1K 1.09% 24
2023
Q1 		$1.15M Sell
6,055
-155
-2% -$30.1K 1.13% 27
2022
Q4 		$1.14M Buy
+6,210
New +$1.15M 1.17% 26

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

LAM Group's VB Position: Q2 2026 in Review

LAM Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 5,750 shares worth $1.74M. The position accounts for 0.87% of the portfolio, ranked #34.

LAM Group first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 1,254 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • LAM Group held 5,750 shares of Vanguard Morningstar Small-Cap ETF worth $1.74M as of Q2 2026.
  • LAM Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.87% of LAM Group's portfolio in Q2 2026, its #34 holding.
  • LAM Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.