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 Q2	$524K	Hold	1,730	–	–	0.06%	118
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 $1.55T 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

Middleton & Co's VB Position: Q2 2026 in Review

Middleton & Co held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,730 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #118.

Middleton & Co first reported a position in VB in Q2 2023 and has held it in 13 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Middleton & Co held 1,730 shares of Vanguard Morningstar Small-Cap ETF worth $524K as of Q2 2026.
Middleton & Co left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Middleton & Co's portfolio in Q2 2026, its #118 holding.
Middleton & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.