Leo H. Evart Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Leo H. Evart Inc’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	$2.49M	Buy	+9,497	New	+$2.57M	2.13%	15
2023 Q3	$1.76M	Sell	9,320 -174	-2%	-$34.7K	2.7%	14
2023 Q2	$1.89M	Buy	9,494 +32	+0.3%	+$6.05K	2.62%	14
2023 Q1	$1.79M	Sell	9,462 -272	-3%	-$52.7K	2.62%	14
2022 Q4	$1.79M	Sell	9,734 -462	-5%	-$85.6K	2.7%	14
2022 Q3	$1.74M	Sell	10,196 -400	-4%	-$75.5K	2.65%	13
2022 Q2	$1.87M	Sell	10,596 -197	-2%	-$38K	2.27%	16
2022 Q1	$2.29M	Sell	10,793 -207	-2%	-$43.6K	2.37%	15
2021 Q4	$2.49M	Buy	+11,000	New	+$2.5M	2.42%	14

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 $374B AUM 17.66% 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

Leo H. Evart Inc's VB Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026: 9,497 shares worth $2.49M. The stake represents 2.13% of the portfolio and ranks #15 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in VB as recently as Q3 2023.

Leo H. Evart Inc first reported a position in VB in Q4 2021 and has held it in 9 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Leo H. Evart Inc held 9,497 shares of Vanguard Morningstar Small-Cap ETF worth $2.49M as of Q1 2026.
Vanguard Morningstar Small-Cap ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up 2.13% of Leo H. Evart Inc's portfolio in Q1 2026, its #15 holding.
Leo H. Evart Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 9 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.