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Linscomb Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Linscomb Wealth’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 		$575K Sell
2,194
-98
-4% -$26.5K 0.03% 232
2025
Q4 		$591K Sell
2,292
-446
-16% -$114K 0.02% 214
2025
Q3 		$696K Sell
2,738
-157
-5% -$38.9K 0.03% 207
2025
Q2 		$686K Sell
2,895
-70
-2% -$15.6K 0.03% 208
2025
Q1 		$657K Buy
2,965
+28
+1% +$6.69K 0.03% 203
2024
Q4 		$706K Buy
2,937
+3
+0.1% +$738 0.04% 200
2024
Q3 		$696K Buy
2,934
+1
+0% +$227 0.03% 201
2024
Q2 		$639K Buy
2,933
+360
+14% +$79.1K 0.03% 198
2024
Q1 		$588K Sell
2,573
-52
-2% -$11.2K 0.03% 207
2023
Q4 		$560K Sell
2,625
-591
-18% -$114K 0.03% 205
2023
Q3 		$608K Buy
3,216
+1,527
+90% +$304K 0.04% 192
2023
Q2 		$336K Buy
1,689
+245
+17% +$46.3K 0.02% 237
2023
Q1 		$274K Sell
1,444
-259
-15% -$50.2K 0.01% 262
2022
Q4 		$313K Buy
+1,703
New +$316K 0.02% 275
2022
Q3 		– Sell
-1,545
Closed -$272K – 297
2022
Q2 		$272K Buy
1,545
+95
+7% +$18.3K 0.02% 256
2022
Q1 		$309K Buy
1,450
+238
+20% +$50.1K 0.01% 287
2021
Q4 		$274K Sell
1,212
-99
-8% -$22.5K 0.01% 292
2021
Q3 		$287K Buy
1,311
+81
+7% +$18K 0.01% 273
2021
Q2 		$277K Sell
1,230
-261
-18% -$57.8K 0.01% 280
2021
Q1 		$319K Buy
+1,491
New +$314K 0.02% 258

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Linscomb Wealth's VB Position: Q1 2026 in Review

Linscomb Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.3% in Q1 2026, selling an estimated $26.5K and leaving 2,194 shares worth $575K. The position accounts for 0.03% of the portfolio, ranked #232.

Linscomb Wealth first reported a position in VB in Q1 2021 and has held it in 20 quarters since. The position peaked at $706K in Q4 2024. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Linscomb Wealth held 2,194 shares of Vanguard Morningstar Small-Cap ETF worth $575K as of Q1 2026.
  • Linscomb Wealth sold 98 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $26.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Linscomb Wealth's portfolio in Q1 2026, its #232 holding.
  • Linscomb Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Linscomb Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $706K in Q4 2024.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.