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May Barnhard Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

May Barnhard Investments’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 		$6.94M Buy
22,879
+905
+4% +$259K 2.81% 12
2026
Q1 		$5.76M Buy
21,974
+1,680
+8% +$455K 2.79% 10
2025
Q4 		$5.23M Buy
20,294
+139
+0.7% +$35.6K 2.47% 16
2025
Q3 		$5.13M Buy
20,155
+999
+5% +$248K 2.38% 19
2025
Q2 		$4.54M Buy
19,156
+1,205
+7% +$269K 2.12% 19
2025
Q1 		$3.98M Buy
17,951
+833
+5% +$199K 1.99% 22
2024
Q4 		$4.11M Buy
17,118
+1,311
+8% +$323K 1.96% 21
2024
Q3 		$3.75M Buy
15,807
+3,024
+24% +$687K 1.83% 22
2024
Q2 		$2.79M Buy
12,783
+1,487
+13% +$327K 1.44% 25
2024
Q1 		$2.58M Sell
11,296
-37
-0.3% -$7.96K 1.29% 29
2023
Q4 		$2.42M Buy
+11,333
New +$2.18M 1.24% 28

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

May Barnhard Investments's VB Position: Q2 2026 in Review

May Barnhard Investments increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.1% in Q2 2026, buying an estimated $259K and bringing the position to 22,879 shares worth $6.94M. The position accounts for 2.81% of the portfolio, ranked #12.

May Barnhard Investments first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • May Barnhard Investments held 22,879 shares of Vanguard Morningstar Small-Cap ETF worth $6.94M as of Q2 2026.
  • May Barnhard Investments bought 905 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $259K.
  • Vanguard Morningstar Small-Cap ETF made up 2.81% of May Barnhard Investments's portfolio in Q2 2026, its #12 holding.
  • May Barnhard Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.