Michelson Medical Research Foundation’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Michelson Medical Research Foundation’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	$3.34M	Hold	11,010	–	–	3.08%	13
2026 Q1	$2.88M	Hold	11,010	–	–	2.93%	14
2025 Q4	$2.84M	Hold	11,010	–	–	2.85%	13
2025 Q3	$2.8M	Hold	11,010	–	–	2.43%	14
2025 Q2	$2.61M	Hold	11,010	–	–	2.5%	13
2025 Q1	$2.44M	Hold	11,010	–	–	2.04%	14
2024 Q4	$2.65M	Sell	11,010 -7,900	-42%	-$1.94M	2.22%	16
2024 Q3	$4.49M	Hold	18,910	–	–	3.16%	13
2024 Q2	$4.12M	Hold	18,910	–	–	3.55%	11
2024 Q1	$4.32M	Hold	18,910	–	–	2.62%	14
2023 Q4	$4.03M	Hold	18,910	–	–	2.66%	15
2023 Q3	$3.58M	Buy	+18,910	New	+$3.77M	2.41%	14

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

Michelson Medical Research Foundation's VB Position: Q2 2026 in Review

Michelson Medical Research Foundation held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 11,010 shares worth $3.34M. The position accounts for 3.08% of the portfolio, ranked #13.

Michelson Medical Research Foundation first reported a position in VB in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.49M in Q3 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Michelson Medical Research Foundation held 11,010 shares of Vanguard Morningstar Small-Cap ETF worth $3.34M as of Q2 2026.
Michelson Medical Research Foundation left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 3.08% of Michelson Medical Research Foundation's portfolio in Q2 2026, its #13 holding.
Michelson Medical Research Foundation first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Michelson Medical Research Foundation's Vanguard Morningstar Small-Cap ETF position peaked at $4.49M in Q3 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2026, filed 14 Aug 2026.