Latigo Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Latigo Investments’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	$9.3M	Hold	30,671	–	–	4.14%	10
2026 Q1	$8.03M	Hold	30,671	–	–	4%	10
2025 Q4	$7.91M	Hold	30,671	–	–	3.89%	10
2025 Q3	$7.8M	Hold	30,671	–	–	3.93%	10
2025 Q2	$7.27M	Hold	30,671	–	–	3.74%	11
2025 Q1	$6.8M	Hold	30,671	–	–	3.63%	12
2024 Q4	$7.37M	Hold	30,671	–	–	3.75%	12
2024 Q3	$7.28M	Hold	30,671	–	–	3.55%	12
2024 Q2	$6.69M	Hold	30,671	–	–	3.42%	12
2024 Q1	$7.01M	Buy	30,671 +92	+0.3%	+$19.8K	3.59%	12
2023 Q4	$6.52M	Buy	30,579 +152	+0.5%	+$29.3K	3.6%	12
2023 Q3	$5.75M	Buy	30,427 +118	+0.4%	+$23.5K	3.5%	13
2023 Q2	$6.03M	Buy	30,309 +118	+0.4%	+$22.3K	3.7%	12
2023 Q1	$5.72M	Buy	30,191 +123	+0.4%	+$23.9K	4.11%	10
2022 Q4	$5.52M	Buy	30,068 +164	+0.5%	+$30.4K	4.21%	10
2022 Q3	$5.11M	Buy	29,904 +7,527	+34%	+$1.42M	4.3%	10
2022 Q2	$3.94M	Hold	22,377	–	–	3.27%	12
2022 Q1	$4.76M	Hold	22,377	–	–	3.31%	12
2021 Q4	$5.06M	Buy	+22,377	New	+$5.08M	3.37%	12

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

Latigo Investments's VB Position: Q2 2026 in Review

Latigo Investments held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 30,671 shares worth $9.3M. The position accounts for 4.14% of the portfolio, ranked #10.

Latigo Investments first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Latigo Investments held 30,671 shares of Vanguard Morningstar Small-Cap ETF worth $9.3M as of Q2 2026.
Latigo Investments left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 4.14% of Latigo Investments's portfolio in Q2 2026, its #10 holding.
Latigo Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Latigo Investments's 13F filing for Q2 2026, filed 7 Aug 2026.