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 Q2	$2.99M	Buy	9,876 +379	+4%	+$109K	2.36%	14
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 $1.55T 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

Leo H. Evart Inc's VB Position: Q2 2026 in Review

Leo H. Evart Inc increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4% in Q2 2026, buying an estimated $109K and bringing the position to 9,876 shares worth $2.99M. The position accounts for 2.36% of the portfolio, ranked #14.

Leo H. Evart Inc first reported a position in VB in Q4 2021 and has held it in 10 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Leo H. Evart Inc held 9,876 shares of Vanguard Morningstar Small-Cap ETF worth $2.99M as of Q2 2026.
Leo H. Evart Inc bought 379 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $109K.
Vanguard Morningstar Small-Cap ETF made up 2.36% of Leo H. Evart Inc's portfolio in Q2 2026, its #14 holding.
Leo H. Evart Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 10 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.