Loomis, Sayles & Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Loomis, Sayles & Company’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	$114K	Buy	375 +340	+971%	+$97.4K	﹤0.01%	580
2026 Q1	$9.17K	Buy	35 +34	+3,400%	+$9.2K	﹤0.01%	704
2025 Q4	$224	Hold	1	–	–	﹤0.01%	686
2025 Q3	$221	Sell	1 -203	-100%	-$50.3K	﹤0.01%	703
2025 Q2	$48.3K	Hold	204	–	–	﹤0.01%	615
2025 Q1	$45K	Buy	+204	New	+$48.7K	﹤0.01%	637
2024 Q4	–	Sell	-154	Closed	-$37.9K	–	781
2024 Q3	$37K	Buy	154 +116	+305%	+$26.4K	﹤0.01%	657
2024 Q2	$8K	Buy	38 +29	+322%	+$6.37K	﹤0.01%	679
2024 Q1	$2K	Buy	+9	New	+$1.94K	﹤0.01%	683

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

Loomis, Sayles & Company's VB Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 971% in Q2 2026, buying an estimated $97.4K and bringing the position to 375 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Loomis, Sayles & Company first reported a position in VB in Q1 2024 and has held it in 9 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Loomis, Sayles & Company held 375 shares of Vanguard Morningstar Small-Cap ETF worth $114K as of Q2 2026.
Loomis, Sayles & Company bought 340 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $97.4K.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #580 holding.
Loomis, Sayles & Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.