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

Mesirow Financial 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 		$8.69M Buy
28,681
+485
+2% +$139K 0.14% 119
2026
Q1 		$7.39M Buy
28,196
+3,442
+14% +$931K 0.12% 126
2025
Q4 		$6.39M Sell
24,754
-473
-2% -$121K 0.13% 118
2025
Q3 		$6.41M Buy
25,227
+1,530
+6% +$379K 0.11% 130
2025
Q2 		$5.62M Sell
23,697
-1,161
-5% -$259K 0.11% 129
2025
Q1 		$5.51M Buy
24,858
+8,075
+48% +$1.93M 0.11% 130
2024
Q4 		$4.03M Buy
16,783
+52
+0.3% +$12.8K 0.08% 144
2024
Q3 		$3.97M Buy
16,731
+46
+0.3% +$10.5K 0.08% 143
2024
Q2 		$3.64M Sell
16,685
-1,132
-6% -$249K 0.08% 143
2024
Q1 		$4.07M Sell
17,817
-882
-5% -$190K 0.09% 134
2023
Q4 		$3.99M Buy
+18,699
New +$3.6M 0.15% 103

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
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

Mesirow Financial Investment Management's VB Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.7% in Q2 2026, buying an estimated $139K and bringing the position to 28,681 shares worth $8.69M. The position accounts for 0.14% of the portfolio, ranked #119.

Mesirow Financial Investment Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Mesirow Financial Investment Management held 28,681 shares of Vanguard Morningstar Small-Cap ETF worth $8.69M as of Q2 2026.
  • Mesirow Financial Investment Management bought 485 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $139K.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #119 holding.
  • Mesirow Financial Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.