Middleton & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Middleton & Co’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 Q1	$453K	Hold	1,730	–	–	0.05%	115
2025 Q4	$446K	Hold	1,730	–	–	0.05%	117
2025 Q3	$440K	Hold	1,730	–	–	0.05%	118
2025 Q2	$410K	Hold	1,730	–	–	0.05%	123
2025 Q1	$384K	Sell	1,730 -50	-3%	-$11.9K	0.04%	123
2024 Q4	$428K	Hold	1,780	–	–	0.05%	116
2024 Q3	$422K	Hold	1,780	–	–	0.05%	121
2024 Q2	$388K	Buy	1,780 +150	+9%	+$32.9K	0.05%	122
2024 Q1	$373K	Hold	1,630	–	–	0.04%	133
2023 Q4	$348K	Hold	1,630	–	–	0.04%	126
2023 Q3	$308K	Sell	1,630 -50	-3%	-$9.96K	0.04%	124
2023 Q2	$334K	Buy	+1,680	New	+$317K	0.04%	130

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Middleton & Co's VB Position: Q1 2026 in Review

Middleton & Co held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 1,730 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #115.

Middleton & Co first reported a position in VB in Q2 2023 and has held it in 12 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Middleton & Co held 1,730 shares of Vanguard Morningstar Small-Cap ETF worth $453K as of Q1 2026.
Middleton & Co left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Middleton & Co's portfolio in Q1 2026, its #115 holding.
Middleton & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.