MidAtlantic Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MidAtlantic Capital 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	$2.44M	Sell	8,065 -4	-0%	-$1.15K	1.52%	18
2026 Q1	$2.11M	Buy	8,069 +63	+0.8%	+$17K	1.46%	19
2025 Q4	$2.07M	Buy	8,006 +78	+1%	+$20K	1.32%	19
2025 Q3	$2.02M	Buy	7,928 +1	+0%	+$248	1.38%	18
2025 Q2	$1.88M	Buy	7,927 +29	+0.4%	+$6.47K	1.33%	19
2025 Q1	$1.75M	Buy	7,898 +74	+0.9%	+$17.7K	1.38%	20
2024 Q4	$1.88M	Sell	7,824 -2	-0%	-$492	1.38%	18
2024 Q3	$1.86M	Buy	7,826 +454	+6%	+$103K	1.36%	18
2024 Q2	$1.61M	Sell	7,372 -94	-1%	-$20.6K	1.35%	18
2024 Q1	$1.71M	Buy	7,466 +39	+0.5%	+$8.39K	1.5%	16
2023 Q4	$1.58M	Buy	+7,427	New	+$1.43M	1.54%	15

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

MidAtlantic Capital Management's VB Position: Q2 2026 in Review

MidAtlantic Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.05% in Q2 2026, selling an estimated $1.15K and leaving 8,065 shares worth $2.44M. The position accounts for 1.52% of the portfolio, ranked #18.

MidAtlantic Capital Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

MidAtlantic Capital Management held 8,065 shares of Vanguard Morningstar Small-Cap ETF worth $2.44M as of Q2 2026.
MidAtlantic Capital Management sold 4 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Morningstar Small-Cap ETF made up 1.52% of MidAtlantic Capital Management's portfolio in Q2 2026, its #18 holding.
MidAtlantic Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.