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Means Investment Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Means Investment Company’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 		$546K Buy
1,800
+298
+20% +$85.4K 0.04% 128
2026
Q1 		$393K Buy
1,502
+2
+0.1% +$541 0.03% 142
2025
Q4 		$387K Buy
1,500
+5
+0.3% +$1.28K 0.03% 139
2025
Q3 		$380K Buy
1,495
+2
+0.1% +$496 0.03% 148
2025
Q2 		$354K Buy
1,493
+43
+3% +$9.59K 0.03% 150
2025
Q1 		$322K Sell
1,450
-486
-25% -$116K 0.03% 147
2024
Q4 		$465K Buy
1,936
+4
+0.2% +$984 0.05% 128
2024
Q3 		$458K Buy
1,932
+3
+0.2% +$682 0.05% 130
2024
Q2 		$421K Sell
1,929
-149
-7% -$32.7K 0.05% 133
2024
Q1 		$475K Buy
2,078
+15
+0.7% +$3.23K 0.06% 128
2023
Q4 		$440K Buy
2,063
+106
+5% +$20.4K 0.06% 128
2023
Q3 		$370K Buy
1,957
+151
+8% +$30.1K 0.06% 139
2023
Q2 		$359K Buy
1,806
+3
+0.2% +$567 0.06% 143
2023
Q1 		$342K Buy
1,803
+2
+0.1% +$388 0.06% 145
2022
Q4 		$330K Buy
1,801
+4
+0.2% +$741 0.07% 143
2022
Q3 		$307K Buy
1,797
+2
+0.1% +$378 0.07% 145
2022
Q2 		$316K Buy
1,795
+2
+0.1% +$386 0.07% 146
2022
Q1 		$381K Buy
1,793
+2
+0.1% +$421 0.07% 136
2021
Q4 		$405K Buy
1,791
+3
+0.2% +$682 0.07% 134
2021
Q3 		$391K Buy
1,788
+2
+0.1% +$445 0.08% 131
2021
Q2 		$402K Buy
1,786
+1
+0.1% +$222 0.08% 132
2021
Q1 		$382K Buy
1,785
+2
+0.1% +$421 0.09% 125
2020
Q4 		$387K Buy
1,783
+3
+0.2% +$529 0.09% 120
2020
Q3 		$298K Buy
1,780
+2
+0.1% +$307 0.08% 117
2020
Q2 		$281K Buy
1,778
+1
+0.1% +$134 0.09% 118
2020
Q1 		$216K Buy
1,777
+3
+0.2% +$451 0.08% 121
2019
Q4 		$301K Sell
1,774
-237
-12% -$37.8K 0.1% 118
2019
Q3 		$321K Buy
2,011
+189
+10% +$29.3K 0.12% 110
2019
Q2 		$287K Buy
1,822
+5
+0.3% +$773 0.12% 119
2019
Q1 		$278K Buy
1,817
+163
+10% +$24.2K 0.12% 118
2018
Q4 		$218K Buy
+1,654
New +$241K 0.12% 118

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Means Investment Company's VB Position: Q2 2026 in Review

Means Investment Company increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q2 2026, buying an estimated $85.4K and bringing the position to 1,800 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #128.

Means Investment Company first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Means Investment Company held 1,800 shares of Vanguard Morningstar Small-Cap ETF worth $546K as of Q2 2026.
  • Means Investment Company bought 298 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $85.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Means Investment Company's portfolio in Q2 2026, its #128 holding.
  • Means Investment Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.