Matthew Hamilton Rosenberg’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Matthew Hamilton Rosenberg’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	$1.82K	Hold	6	–	–	﹤0.01%	742
2026 Q1	$1.57K	Hold	6	–	–	﹤0.01%	744
2025 Q4	$1.55K	Sell	6 -4	-40%	-$1.02K	﹤0.01%	757
2025 Q3	$2.54K	Hold	10	–	–	﹤0.01%	739
2025 Q2	$2.37K	Hold	10	–	–	﹤0.01%	768
2025 Q1	$2.22K	Hold	10	–	–	﹤0.01%	754
2024 Q4	$2.4K	Hold	10	–	–	﹤0.01%	742
2024 Q3	$2.37K	Hold	10	–	–	﹤0.01%	738
2024 Q2	$2.16K	Hold	10	–	–	﹤0.01%	710
2024 Q1	$2.27K	Hold	10	–	–	﹤0.01%	746
2023 Q4	$2.13K	Sell	10 -28	-74%	-$5.39K	﹤0.01%	761
2023 Q3	$7.18K	Hold	38	–	–	﹤0.01%	657
2023 Q2	$7.56K	Sell	38 -205	-84%	-$38.7K	﹤0.01%	660
2023 Q1	$46.1K	Buy	243 +199	+452%	+$38.6K	0.01%	478
2022 Q4	$8.08K	Hold	44	–	–	﹤0.01%	678
2022 Q3	$8K	Hold	44	–	–	﹤0.01%	677
2022 Q2	$8K	Sell	44 -199	-82%	-$38.4K	﹤0.01%	667
2022 Q1	$52K	Buy	243 +199	+452%	+$41.9K	0.02%	453
2021 Q4	$10K	Hold	44	–	–	﹤0.01%	600
2021 Q3	$10K	Sell	44 -40	-48%	-$8.89K	﹤0.01%	575
2021 Q2	$19K	Hold	84	–	–	0.01%	469
2021 Q1	$18K	Hold	84	–	–	0.01%	452
2020 Q4	$16K	Hold	84	–	–	0.01%	440
2020 Q3	$13K	Hold	84	–	–	0.01%	433
2020 Q2	$12K	Buy	+84	New	+$11.3K	0.01%	463

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

Matthew Hamilton Rosenberg's VB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 6 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Matthew Hamilton Rosenberg first reported a position in VB in Q2 2020 and has held it in 25 quarters since. The position peaked at $52K in Q1 2022. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Matthew Hamilton Rosenberg held 6 shares of Vanguard Morningstar Small-Cap ETF worth $1.82K as of Q2 2026.
Matthew Hamilton Rosenberg left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #742 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Matthew Hamilton Rosenberg's Vanguard Morningstar Small-Cap ETF position peaked at $52K in Q1 2022.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.