Moody Lynn & Lieberson’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Moody Lynn & Lieberson’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	$226K	Buy	+745	New	+$214K	0.01%	246

Other funds holding VB

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Moody Lynn & Lieberson's VB Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 745 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings.

1,188 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Moody Lynn & Lieberson held 745 shares of Vanguard Morningstar Small-Cap ETF worth $226K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Moody Lynn & Lieberson position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #246 holding.
1,188 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.