Marco Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Marco Investment 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	$323K	Hold	1,067	–	–	0.02%	182
2026 Q1	$279K	Hold	1,067	–	–	0.02%	190
2025 Q4	$275K	Hold	1,067	–	–	0.02%	185
2025 Q3	$271K	Hold	1,067	–	–	0.02%	182
2025 Q2	$253K	Hold	1,067	–	–	0.02%	189
2025 Q1	$237K	Sell	1,067 -6	-0.6%	-$1.43K	0.02%	190
2024 Q4	$258K	Sell	1,073 -7	-0.6%	-$1.72K	0.02%	183
2024 Q3	$256K	Hold	1,080	–	–	0.02%	190
2024 Q2	$235K	Sell	1,080 -109	-9%	-$23.9K	0.02%	191
2024 Q1	$272K	Buy	+1,189	New	+$256K	0.03%	176
2022 Q1	–	Sell	-923	Closed	-$209K	–	226
2021 Q4	$209K	Sell	923 -100	-10%	-$22.7K	0.02%	215
2021 Q3	$224K	Sell	1,023 -425	-29%	-$94.5K	0.02%	195
2021 Q2	$326K	Hold	1,448	–	–	0.04%	162
2021 Q1	$310K	Hold	1,448	–	–	0.04%	159
2020 Q4	$282K	Buy	+1,448	New	+$255K	0.04%	155

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

Marco Investment Management's VB Position: Q2 2026 in Review

Marco Investment Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,067 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #182.

Marco Investment Management first reported a position in VB in Q4 2020 and has held it in 15 quarters since. The position peaked at $326K in Q2 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Marco Investment Management held 1,067 shares of Vanguard Morningstar Small-Cap ETF worth $323K as of Q2 2026.
Marco Investment Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Marco Investment Management's portfolio in Q2 2026, its #182 holding.
Marco Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 15 quarters since.
Marco Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $326K in Q2 2021.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.