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

Madison 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	$813K	Sell	2,683 -210	-7%	-$60.2K	0.01%	309
2026 Q1	$758K	Sell	2,893 -52	-2%	-$14.1K	0.01%	306
2025 Q4	$760K	Sell	2,945 -40	-1%	-$10.2K	0.01%	301
2025 Q3	$759K	Sell	2,985 -121	-4%	-$30K	0.01%	291
2025 Q2	$736K	Hold	3,106	–	–	0.01%	290
2025 Q1	$689K	Hold	3,106	–	–	0.01%	287
2024 Q4	$746K	Buy	+3,106	New	+$764K	0.01%	293
2022 Q4	–	Sell	-1,600	Closed	-$273K	–	343
2022 Q3	$273K	Hold	1,600	–	–	﹤0.01%	324
2022 Q2	$282K	Buy	+1,600	New	+$309K	﹤0.01%	343

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

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

Madison Asset Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.3% in Q2 2026, selling an estimated $60.2K and leaving 2,683 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #309.

Madison Asset Management first reported a position in VB in Q2 2022 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Madison Asset Management held 2,683 shares of Vanguard Morningstar Small-Cap ETF worth $813K as of Q2 2026.
Madison Asset Management sold 210 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $60.2K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Madison Asset Management's portfolio in Q2 2026, its #309 holding.
Madison Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.