London Company of Virginia’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

London Company of Virginia’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	$163K	Sell	537 -126	-19%	-$36.1K	﹤0.01%	160
2026 Q1	$174K	Sell	663 -612	-48%	-$166K	﹤0.01%	161
2025 Q4	$329K	Buy	1,275 +989	+346%	+$253K	﹤0.01%	165
2025 Q3	$72.7K	Sell	286 -141	-33%	-$35K	﹤0.01%	169
2025 Q2	$101K	Sell	427 -1,472	-78%	-$328K	﹤0.01%	168
2025 Q1	$421K	Sell	1,899 -382	-17%	-$91.2K	﹤0.01%	160
2024 Q4	$548K	Buy	2,281 +954	+72%	+$235K	﹤0.01%	152
2024 Q3	$315K	Buy	1,327 +90	+7%	+$20.4K	﹤0.01%	160
2024 Q2	$270K	Buy	+1,237	New	+$272K	﹤0.01%	159
2024 Q1	–	Sell	-1,009	Closed	-$215K	–	170
2023 Q4	$215K	Sell	1,009 -150	-13%	-$28.9K	﹤0.01%	160
2023 Q3	$219K	Buy	+1,159	New	+$231K	﹤0.01%	162
2023 Q2	–	Sell	-1,433	Closed	-$272K	–	167
2023 Q1	$272K	Buy	1,433 +9	+0.6%	+$1.75K	﹤0.01%	155
2022 Q4	$261K	Buy	+1,424	New	+$264K	﹤0.01%	156
2022 Q3	–	Sell	-1,139	Closed	-$201K	–	167
2022 Q2	$201K	Buy	+1,139	New	+$220K	﹤0.01%	164
2022 Q1	–	Sell	-2,928	Closed	-$662K	–	173
2021 Q4	$662K	Buy	+2,928	New	+$665K	﹤0.01%	142
2020 Q2	–	Sell	-4,390	Closed	-$507K	–	160
2020 Q1	$507K	Buy	+4,390	New	+$660K	﹤0.01%	139
2019 Q1	–	Sell	-25,204	Closed	-$3.33M	–	145
2018 Q4	$3.33M	Buy	+25,204	New	+$3.67M	0.03%	113

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

London Company of Virginia's VB Position: Q2 2026 in Review

London Company of Virginia reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q2 2026, selling an estimated $36.1K and leaving 537 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

London Company of Virginia first reported a position in VB in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.33M in Q4 2018. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

London Company of Virginia held 537 shares of Vanguard Morningstar Small-Cap ETF worth $163K as of Q2 2026.
London Company of Virginia sold 126 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $36.1K.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of London Company of Virginia's portfolio in Q2 2026, its #160 holding.
London Company of Virginia first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 17 quarters since.
London Company of Virginia's Vanguard Morningstar Small-Cap ETF position peaked at $3.33M in Q4 2018.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on London Company of Virginia's 13F filing for Q2 2026, filed 14 Aug 2026.