Lynch Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lynch Asset Management’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	$5.5M	Hold	18,150	–	–	1.5%	16
2026 Q1	$4.75M	Buy	18,150 +50	+0.3%	+$13.5K	1.59%	18
2025 Q4	$4.67M	Hold	18,100	–	–	1.47%	21
2025 Q3	$4.6M	Buy	18,100 +265	+1%	+$65.7K	1.47%	21
2025 Q2	$4.23M	Buy	17,835 +750	+4%	+$167K	1.49%	20
2025 Q1	$3.79M	Hold	17,085	–	–	1.7%	20
2024 Q4	$4.11M	Buy	17,085 +785	+5%	+$193K	1.66%	19
2024 Q3	$3.87M	Buy	16,300 +1,300	+9%	+$295K	1.63%	19
2024 Q2	$3.27M	Hold	15,000	–	–	1.4%	22
2024 Q1	$3.43M	Hold	15,000	–	–	1.61%	21
2023 Q4	$3.2M	Buy	15,000 +5,000	+50%	+$963K	1.83%	19
2023 Q3	$1.89M	Hold	10,000	–	–	1.24%	28
2023 Q2	$1.99M	Hold	10,000	–	–	1.28%	29
2023 Q1	$1.9M	Buy	+10,000	New	+$1.94M	1.36%	28

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

Lynch Asset Management's VB Position: Q2 2026 in Review

Lynch Asset Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 18,150 shares worth $5.5M. The position accounts for 1.5% of the portfolio, ranked #16.

Lynch Asset Management first reported a position in VB in Q1 2023 and has held it in 14 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Lynch Asset Management held 18,150 shares of Vanguard Morningstar Small-Cap ETF worth $5.5M as of Q2 2026.
Lynch Asset Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 1.5% of Lynch Asset Management's portfolio in Q2 2026, its #16 holding.
Lynch Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Lynch Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.