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MJP Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MJP Associates’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 		$1.01M Sell
3,345
-2
-0.1% -$573 0.11% 80
2026
Q1 		$877K Sell
3,347
-151
-4% -$40.9K 0.11% 76
2025
Q4 		$902K Buy
3,498
+73
+2% +$18.7K 0.11% 73
2025
Q3 		$871K Sell
3,425
-8
-0.2% -$1.98K 0.11% 75
2025
Q2 		$814K Buy
3,433
+724
+27% +$162K 0.12% 77
2025
Q1 		$601K Sell
2,709
-362
-12% -$86.5K 0.11% 89
2024
Q4 		$738K Buy
3,071
+33
+1% +$8.12K 0.13% 73
2024
Q3 		$721K Sell
3,038
-128
-4% -$29.1K 0.14% 79
2024
Q2 		$690K Hold
3,166
– – 0.14% 81
2024
Q1 		$724K Buy
3,166
+492
+18% +$106K 0.16% 73
2023
Q4 		$570K Sell
2,674
-114
-4% -$22K 0.15% 69
2023
Q3 		$527K Sell
2,788
-177
-6% -$35.3K 0.15% 69
2023
Q2 		$590K Buy
2,965
+735
+33% +$139K 0.19% 57
2023
Q1 		$423K Buy
2,230
+3
+0.1% +$582 0.13% 75
2022
Q4 		$409K Sell
2,227
-127
-5% -$23.5K 0.12% 85
2022
Q3 		$402K Buy
2,354
+10
+0.4% +$1.89K 0.12% 76
2022
Q2 		$413K Buy
2,344
+55
+2% +$10.6K 0.12% 79
2022
Q1 		$487K Sell
2,289
-387
-14% -$81.5K 0.12% 77
2021
Q4 		$609K Buy
2,676
+1
+0% +$227 0.18% 70
2021
Q3 		$585K Buy
2,675
+351
+15% +$78K 0.2% 62
2021
Q2 		$524K Buy
2,324
+376
+19% +$83.3K 0.18% 68
2021
Q1 		$417K Buy
1,948
+191
+11% +$40.2K 0.17% 75
2020
Q4 		$342K Buy
+1,757
New +$310K 0.14% 84

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

MJP Associates's VB Position: Q2 2026 in Review

MJP Associates reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.06% in Q2 2026, selling an estimated $573 and leaving 3,345 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #80.

MJP Associates first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • MJP Associates held 3,345 shares of Vanguard Morningstar Small-Cap ETF worth $1.01M as of Q2 2026.
  • MJP Associates sold 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of MJP Associates's portfolio in Q2 2026, its #80 holding.
  • MJP Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.