Landmark Wealth Management (New York)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Landmark Wealth Management (New York)’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 Q1	$1.16M	Buy	4,440 +331	+8%	+$89.6K	0.31%	60
2025 Q4	$1.06M	Buy	4,109 +36	+0.9%	+$9.22K	0.41%	44
2025 Q3	$1.04M	Buy	4,073 +22	+0.5%	+$5.46K	0.41%	45
2025 Q2	$960K	Buy	4,051 +221	+6%	+$49.3K	0.41%	46
2025 Q1	$849K	Buy	3,830 +8	+0.2%	+$1.91K	0.37%	46
2024 Q4	$918K	Sell	3,822 -8	-0.2%	-$1.97K	0.41%	44
2024 Q3	$909K	Buy	+3,830	New	+$870K	0.4%	44
2024 Q2	–	Sell	-3,814	Closed	-$872K	–	66
2024 Q1	$872K	Buy	3,814 +507	+15%	+$109K	0.4%	45
2023 Q4	$706K	Buy	3,307 +158	+5%	+$30.4K	0.35%	45
2023 Q3	$595K	Buy	+3,149	New	+$627K	0.34%	48
2023 Q2	–	Sell	-3,276	Closed	-$621K	–	64
2023 Q1	$621K	Buy	3,276 +382	+13%	+$74.1K	0.35%	47
2022 Q4	$531K	Sell	2,894 -1,099	-28%	-$204K	0.38%	45
2022 Q3	$682K	Buy	+3,993	New	+$754K	0.52%	39
2022 Q2	–	Sell	-9,574	Closed	-$1.02M	–	165
2022 Q1	$1.02M	Buy	+9,574	New	+$2.02M	0.54%	38

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Landmark Wealth Management (New York)'s VB Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.1% in Q1 2026, buying an estimated $89.6K and bringing the position to 4,440 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #60.

Landmark Wealth Management (New York) first reported a position in VB in Q1 2022 and has held it in 14 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Landmark Wealth Management (New York) held 4,440 shares of Vanguard Morningstar Small-Cap ETF worth $1.16M as of Q1 2026.
Landmark Wealth Management (New York) bought 331 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $89.6K.
Vanguard Morningstar Small-Cap ETF made up 0.31% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #60 holding.
Landmark Wealth Management (New York) first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 14 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.