Mercer Global Advisors
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Mercer Global Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Mercer Global Advisors’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 		$1.04B Buy
3,420,614
+91,724
+3% +$26.3M 1.28% 19
2026
Q1 		$872M Buy
3,328,890
+133,747
+4% +$36.2M 1.29% 20
2025
Q4 		$824M Buy
3,195,143
+567
+0% +$145K 1.26% 21
2025
Q3 		$812M Buy
3,194,576
+372,519
+13% +$92.4M 1.36% 19
2025
Q2 		$669M Buy
2,822,057
+187,144
+7% +$41.8M 1.36% 19
2025
Q1 		$584M Buy
2,634,913
+263,357
+11% +$62.9M 1.34% 18
2024
Q4 		$570M Sell
2,371,556
-25,699
-1% -$6.32M 1.39% 19
2024
Q3 		$563M Buy
2,397,255
+210,715
+10% +$47.9M 1.32% 21
2024
Q2 		$473M Buy
2,186,540
+176,660
+9% +$38.8M 1.29% 19
2024
Q1 		$459M Buy
2,009,880
+215,121
+12% +$46.3M 1.31% 17
2023
Q4 		$383M Buy
1,794,759
+246,854
+16% +$47.6M 1.15% 19
2023
Q3 		$293M Buy
1,547,905
+299,689
+24% +$59.7M 1.11% 19
2023
Q2 		$248M Buy
1,248,216
+584,672
+88% +$110M 0.99% 23
2023
Q1 		$126M Buy
663,544
+256,388
+63% +$49.7M 0.57% 38
2022
Q4 		$74.7M Buy
407,156
+228,777
+128% +$42.4M 0.37% 46
2022
Q3 		$30.5M Sell
178,379
-1,037
-0.6% -$196K 0.18% 87
2022
Q2 		$31.6M Buy
179,416
+2,352
+1% +$454K 0.19% 81
2022
Q1 		$37.6M Sell
177,064
-16,508
-9% -$3.48M 0.22% 70
2021
Q4 		$43.7M Sell
193,572
-338
-0.2% -$76.8K 0.27% 61
2021
Q3 		$42.4M Buy
193,910
+961
+0.5% +$214K 0.3% 57
2021
Q2 		$43.5M Buy
192,949
+7,899
+4% +$1.75M 0.33% 54
2021
Q1 		$39.6M Buy
185,050
+14,934
+9% +$3.15M 0.36% 48
2020
Q4 		$33.1M Buy
170,116
+65,446
+63% +$11.5M 0.41% 40
2020
Q3 		$16.1M Buy
104,670
+10,085
+11% +$1.55M 0.24% 68
2020
Q2 		$13.8M Buy
94,585
+7,833
+9% +$1.05M 0.25% 63
2020
Q1 		$10M Sell
86,752
-4,082
-4% -$613K 0.22% 82
2019
Q4 		$15M Sell
90,834
-15
-0% -$2.39K 0.3% 65
2019
Q3 		$14M Buy
90,849
+6,910
+8% +$1.07M 0.33% 65
2019
Q2 		$13.2M Buy
83,939
+44,409
+112% +$6.86M 0.35% 64
2019
Q1 		$6.04M Buy
+39,530
New +$5.88M 0.22% 88

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 22.96% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Mercer Global Advisors's VB Position: Q2 2026 in Review

Mercer Global Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.8% in Q2 2026, buying an estimated $26.3M and bringing the position to 3,420,614 shares worth $1.04B. The position accounts for 1.28% of the portfolio, ranked #19.

Mercer Global Advisors first reported a position in VB in Q1 2019 and has held it in 30 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Mercer Global Advisors held 3,420,614 shares of Vanguard Morningstar Small-Cap ETF worth $1.04B as of Q2 2026.
  • Mercer Global Advisors bought 91,724 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $26.3M.
  • Vanguard Morningstar Small-Cap ETF made up 1.28% of Mercer Global Advisors's portfolio in Q2 2026, its #19 holding.
  • Mercer Global Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.