Main Street Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Main Street Group’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	$611K	Sell	2,015 -47	-2%	-$13.5K	0.14%	55
2026 Q1	$540K	Sell	2,062 -22	-1%	-$5.95K	0.16%	54
2025 Q4	$538K	Buy	2,084 +16	+0.8%	+$4.1K	0.19%	46
2025 Q3	$526K	Sell	2,068 -110	-5%	-$27.3K	0.15%	56
2025 Q2	$516K	Sell	2,178 -144	-6%	-$32.1K	0.17%	55
2025 Q1	$515K	Sell	2,322 -51	-2%	-$12.2K	0.2%	55
2024 Q4	$570K	Buy	2,373 +108	+5%	+$26.6K	0.21%	50
2024 Q3	$537K	Sell	2,265 -581	-20%	-$132K	0.21%	53
2024 Q2	$615K	Sell	2,846 -132	-4%	-$29K	0.26%	49
2024 Q1	$675K	Buy	2,978 +10	+0.3%	+$2.15K	0.29%	44
2023 Q4	$633K	Buy	+2,968	New	+$572K	0.22%	53

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

Main Street Group's VB Position: Q2 2026 in Review

Main Street Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q2 2026, selling an estimated $13.5K and leaving 2,015 shares worth $611K. The position accounts for 0.14% of the portfolio, ranked #55.

Main Street Group first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $675K in Q1 2024. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Main Street Group held 2,015 shares of Vanguard Morningstar Small-Cap ETF worth $611K as of Q2 2026.
Main Street Group sold 47 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $13.5K.
Vanguard Morningstar Small-Cap ETF made up 0.14% of Main Street Group's portfolio in Q2 2026, its #55 holding.
Main Street Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Main Street Group's Vanguard Morningstar Small-Cap ETF position peaked at $675K in Q1 2024.
2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.