Lazard Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lazard Asset Management’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	$9.26M	Sell	30,544 -87	-0.3%	-$24.9K	0.01%	456
2026 Q1	$8.02M	Hold	30,631	–	–	0.01%	459
2025 Q4	$7.9M	Sell	30,631 -365	-1%	-$93.5K	0.01%	451
2025 Q3	$7.88M	Hold	30,996	–	–	0.01%	475
2025 Q2	$7.34M	Sell	30,996 -4,625	-13%	-$1.03M	0.01%	626
2025 Q1	$7.9M	Sell	35,621 -297	-0.8%	-$70.9K	0.01%	544
2024 Q4	$8.63M	Hold	35,918	–	–	0.01%	499
2024 Q3	$8.52M	Hold	35,918	–	–	0.01%	495
2024 Q2	$7.83M	Sell	35,918 -5,300	-13%	-$1.16M	0.01%	565
2024 Q1	$9.42M	Hold	41,218	–	–	0.01%	551
2023 Q4	$8.79M	Hold	41,218	–	–	0.01%	579
2023 Q3	$7.79M	Hold	41,218	–	–	0.01%	605
2023 Q2	$8.2M	Sell	41,218 -13,579	-25%	-$2.57M	0.01%	600
2023 Q1	$10.4M	Buy	54,797 +2,636	+5%	+$511K	0.01%	577
2022 Q4	$9.57M	Buy	52,161 +11,447	+28%	+$2.12M	0.01%	585
2022 Q3	$6.96M	Sell	40,714 -430	-1%	-$81.2K	0.01%	640
2022 Q2	$7.25M	Sell	41,144 -460	-1%	-$88.8K	0.01%	652
2022 Q1	$8.84M	Sell	41,604 -360	-0.9%	-$75.8K	0.01%	643
2021 Q4	$9.48M	Sell	41,964 -80	-0.2%	-$18.2K	0.01%	641
2021 Q3	$9.19M	Buy	42,044 +300	+0.7%	+$66.7K	0.01%	641
2021 Q2	$9.4M	Sell	41,744 -141	-0.3%	-$31.2K	0.01%	610
2021 Q1	$8.97M	Hold	41,885	–	–	0.01%	580
2020 Q4	$8.15M	Buy	41,885 +8	+0%	+$1.41K	0.01%	584
2020 Q3	$6.44M	Sell	41,877 -598	-1%	-$91.9K	0.01%	569
2020 Q2	$6.19M	Buy	42,475 +38,577	+990%	+$5.18M	0.01%	538
2020 Q1	$450K	Buy	3,898 +15	+0.4%	+$2.25K	﹤0.01%	817
2019 Q4	$643K	Buy	3,883 +21	+0.5%	+$3.35K	﹤0.01%	792
2019 Q3	$594K	Sell	3,862 -19,335	-83%	-$3M	﹤0.01%	800
2019 Q2	$3.63M	Buy	23,197 +20,897	+909%	+$3.23M	0.01%	656
2019 Q1	$351K	Hold	2,300	–	–	﹤0.01%	952
2018 Q4	$303K	Buy	+2,300	New	+$335K	﹤0.01%	831

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

Lazard Asset Management's VB Position: Q2 2026 in Review

Lazard Asset Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.28% in Q2 2026, selling an estimated $24.9K and leaving 30,544 shares worth $9.26M. The position accounts for 0.01% of the portfolio, ranked #456.

Lazard Asset Management first reported a position in VB in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.4M in Q1 2023. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Lazard Asset Management held 30,544 shares of Vanguard Morningstar Small-Cap ETF worth $9.26M as of Q2 2026.
Lazard Asset Management sold 87 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $24.9K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Lazard Asset Management's portfolio in Q2 2026, its #456 holding.
Lazard Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Lazard Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $10.4M in Q1 2023.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.