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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
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
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 $424B AUM 22.96% 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

M1 Capital Management's VB Position: Q1 2026 in Review

M1 Capital Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 945 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #95.

M1 Capital Management first reported a position in VB in Q4 2024 and has held it in 6 quarters since. 2,390 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • M1 Capital Management held 945 shares of Vanguard Morningstar Small-Cap ETF worth $247K as of Q1 2026.
  • M1 Capital Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of M1 Capital Management's portfolio in Q1 2026, its #95 holding.
  • M1 Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.