M1 Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

M1 Capital 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	$286K	Hold	945	–	–	0.11%	97
2026 Q1	$247K	Hold	945	–	–	0.11%	95
2025 Q4	$244K	Hold	945	–	–	0.1%	100
2025 Q3	$240K	Hold	945	–	–	0.1%	96
2025 Q2	$224K	Hold	945	–	–	0.11%	92
2025 Q1	$209K	Hold	945	–	–	0.13%	87
2024 Q4	$227K	Buy	+945	New	+$233K	0.12%	81

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 22.9% 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

M1 Capital Management's VB Position: Q2 2026 in Review

M1 Capital Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 945 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #97.

M1 Capital Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,485 funds tracked by Wall St. Rank hold VB as of Q2 2026.

M1 Capital Management held 945 shares of Vanguard Morningstar Small-Cap ETF worth $286K as of Q2 2026.
M1 Capital Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.11% of M1 Capital Management's portfolio in Q2 2026, its #97 holding.
M1 Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.