Morse Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Morse Asset Management’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	$909	Hold	3	–	–	﹤0.01%	391
2026 Q1	$786	Hold	3	–	–	﹤0.01%	378
2025 Q4	$774	Sell	3 -4	-57%	-$1.02K	﹤0.01%	372
2025 Q3	$1.78K	Hold	7	–	–	﹤0.01%	334
2025 Q2	$1.66K	Sell	7 -2	-22%	-$446	﹤0.01%	332
2025 Q1	$2K	Buy	9 +4	+80%	+$955	﹤0.01%	305
2024 Q4	$1.2K	Hold	5	–	–	﹤0.01%	308
2024 Q3	$1.19K	Buy	+5	New	+$1.14K	﹤0.01%	314

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

Morse Asset Management's VB Position: Q2 2026 in Review

Morse Asset Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 3 shares worth $909. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Morse Asset Management first reported a position in VB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2K in Q1 2025. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Morse Asset Management held 3 shares of Vanguard Morningstar Small-Cap ETF worth $909 as of Q2 2026.
Morse Asset Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #391 holding.
Morse Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Morse Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $2K in Q1 2025.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.