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Moisand Fitzgerald Tamayo’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Moisand Fitzgerald Tamayo’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 		$2.74M Buy
9,034
+85
+0.9% +$24.4K 0.27% 33
2026
Q1 		$2.34M Sell
8,949
-295
-3% -$79.8K 0.25% 33
2025
Q4 		$2.38M Sell
9,244
-180
-2% -$46.1K 0.27% 33
2025
Q3 		$2.4M Sell
9,424
-354
-4% -$87.8K 0.28% 33
2025
Q2 		$2.32M Sell
9,778
-360
-4% -$80.3K 0.29% 34
2025
Q1 		$2.25M Sell
10,138
-104
-1% -$24.8K 0.31% 32
2024
Q4 		$2.46M Sell
10,242
-237
-2% -$58.3K 0.35% 30
2024
Q3 		$2.49M Sell
10,479
-137
-1% -$31.1K 0.34% 32
2024
Q2 		$2.31M Sell
10,616
-148
-1% -$32.5K 0.35% 32
2024
Q1 		$2.46M Sell
10,764
-389
-3% -$83.7K 0.38% 29
2023
Q4 		$2.38M Sell
11,153
-645
-5% -$124K 0.41% 32
2023
Q3 		$2.23M Sell
11,798
-184
-2% -$36.7K 0.47% 31
2023
Q2 		$2.38M Sell
11,982
-229
-2% -$43.3K 0.49% 31
2023
Q1 		$2.31M Sell
12,211
-217
-2% -$42.1K 0.49% 32
2022
Q4 		$2.28M Sell
12,428
-286
-2% -$53K 0.52% 33
2022
Q3 		$2.17M Sell
12,714
-587
-4% -$111K 0.6% 31
2022
Q2 		$2.34M Buy
13,301
+6,278
+89% +$1.21M 0.63% 32
2022
Q1 		$1.49M Sell
7,023
-6,363
-48% -$1.34M 0.68% 29
2021
Q4 		$3.02M Sell
13,386
-654
-5% -$149K 0.85% 27
2021
Q3 		$3.07M Sell
14,040
-120
-0.8% -$26.7K 1.03% 28
2021
Q2 		$3.19M Buy
14,160
+137
+1% +$30.4K 1.16% 24
2021
Q1 		$3M Sell
14,023
-208
-1% -$43.8K 1.3% 22
2020
Q4 		$2.77M Sell
14,231
-772
-5% -$136K 1.25% 22
2020
Q3 		$2.31M Buy
15,003
+138
+0.9% +$21.2K 1.19% 21
2020
Q2 		$2.17M Buy
14,865
+2,259
+18% +$303K 1.19% 21
2020
Q1 		$1.46M Buy
12,606
+4,672
+59% +$702K 0.95% 23
2019
Q4 		$1.31M Sell
7,934
-144
-2% -$22.9K 0.68% 27
2019
Q3 		$1.24M Sell
8,078
-125
-2% -$19.4K 0.67% 27
2019
Q2 		$1.28M Sell
8,203
-70
-0.8% -$10.8K 0.7% 27
2019
Q1 		$1.26M Sell
8,273
-370
-4% -$55K 0.7% 27
2018
Q4 		$1.14M Buy
8,643
+216
+3% +$31.4K 0.71% 26
2018
Q3 		$1.37M Sell
8,427
-354
-4% -$57.3K 0.76% 25
2018
Q2 		$1.37M Sell
8,781
-407
-4% -$62.3K 0.79% 24
2018
Q1 		$1.35M Sell
9,188
-7,604
-45% -$1.14M 0.8% 24
2017
Q4 		$2.48M Sell
16,792
-312
-2% -$45.1K 1.44% 20
2017
Q3 		$2.42M Buy
17,104
+282
+2% +$38.4K 1.47% 19
2017
Q2 		$2.28M Sell
16,822
-62
-0.4% -$8.31K 1.55% 20
2017
Q1 		$2.25M Sell
16,884
-1,142
-6% -$151K 1.59% 19
2016
Q4 		$2.33M Buy
18,026
+294
+2% +$36.5K 1.73% 19
2016
Q3 		$2.17M Sell
17,732
-41
-0.2% -$4.96K 1.64% 20
2016
Q2 		$2.06M Buy
17,773
+615
+4% +$69.8K 1.68% 20
2016
Q1 		$1.91M Buy
17,158
+30
+0.2% +$3.11K 1.55% 20
2015
Q4 		$1.9M Buy
+17,128
New +$1.94M 1.63% 18

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

Moisand Fitzgerald Tamayo's VB Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.95% in Q2 2026, buying an estimated $24.4K and bringing the position to 9,034 shares worth $2.74M. The position accounts for 0.27% of the portfolio, ranked #33.

Moisand Fitzgerald Tamayo first reported a position in VB in Q4 2015 and has held it in 43 quarters since. The position peaked at $3.19M in Q2 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 9,034 shares of Vanguard Morningstar Small-Cap ETF worth $2.74M as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 85 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $24.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.27% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #33 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's Vanguard Morningstar Small-Cap ETF position peaked at $3.19M in Q2 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.