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Lincoln Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lincoln Capital’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 		$1.46M Buy
4,800
+435
+10% +$125K 0.26% 57
2026
Q1 		$1.14M Sell
4,365
-4
-0.1% -$1.08K 0.22% 58
2025
Q4 		$1.13M Buy
4,369
+604
+16% +$155K 0.2% 61
2025
Q3 		$971K Buy
3,765
+280
+8% +$69.4K 0.18% 63
2025
Q2 		$826K Buy
3,485
+224
+7% +$50K 0.16% 68
2025
Q1 		$677K Buy
3,261
+1,171
+56% +$280K 0.14% 69
2024
Q4 		$502K Buy
2,090
+666
+47% +$164K 0.11% 79
2024
Q3 		$338K Buy
1,424
+87
+7% +$19.8K 0.07% 91
2024
Q2 		$292K Buy
1,337
+135
+11% +$29.6K 0.07% 91
2024
Q1 		$275K Buy
1,202
+96
+9% +$20.6K 0.06% 95
2023
Q4 		$236K Buy
1,106
+34
+3% +$6.55K 0.06% 99
2023
Q3 		$203K Sell
1,072
-95
-8% -$18.9K 0.05% 102
2023
Q2 		$232K Hold
1,167
– – 0.06% 100
2023
Q1 		$221K Sell
1,167
-443
-28% -$85.9K 0.06% 100
2022
Q4 		$296K Sell
1,610
-50
-3% -$9.27K 0.09% 85
2022
Q3 		$284K Sell
1,660
-5
-0.3% -$944 0.09% 87
2022
Q2 		$293K Sell
1,665
-29
-2% -$5.6K 0.08% 89
2022
Q1 		$360K Buy
1,694
+135
+9% +$28.4K 0.08% 88
2021
Q4 		$352K Sell
1,559
-70
-4% -$15.9K 0.09% 83
2021
Q3 		$356K Buy
1,629
+30
+2% +$6.67K 0.1% 77
2021
Q2 		$360K Buy
1,599
+330
+26% +$73.1K 0.1% 76
2021
Q1 		$272K Buy
1,269
+88
+7% +$18.5K 0.09% 81
2020
Q4 		$230K Buy
+1,181
New +$208K 0.07% 86

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lincoln Capital's VB Position: Q2 2026 in Review

Lincoln Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, buying an estimated $125K and bringing the position to 4,800 shares worth $1.46M. The position accounts for 0.26% of the portfolio, ranked #57.

Lincoln Capital first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Lincoln Capital held 4,800 shares of Vanguard Morningstar Small-Cap ETF worth $1.46M as of Q2 2026.
  • Lincoln Capital bought 435 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $125K.
  • Vanguard Morningstar Small-Cap ETF made up 0.26% of Lincoln Capital's portfolio in Q2 2026, its #57 holding.
  • Lincoln Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.