LaSalle St. Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

LaSalle St. Investment Advisors’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	$453K	Buy	1,494 +206	+16%	+$59K	0.06%	251
2026 Q1	$337K	Sell	1,288 -33	-2%	-$8.93K	0.05%	277
2025 Q4	$340K	Buy	1,321 +4	+0.3%	+$1.02K	0.05%	252
2025 Q3	$334K	Sell	1,317 -4	-0.3%	-$992	0.06%	232
2025 Q2	$313K	Buy	+1,321	New	+$295K	0.09%	219

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

LaSalle St. Investment Advisors's VB Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q2 2026, buying an estimated $59K and bringing the position to 1,494 shares worth $453K. The position accounts for 0.06% of the portfolio, ranked #251.

LaSalle St. Investment Advisors first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

LaSalle St. Investment Advisors held 1,494 shares of Vanguard Morningstar Small-Cap ETF worth $453K as of Q2 2026.
LaSalle St. Investment Advisors bought 206 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $59K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #251 holding.
LaSalle St. Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.