Murphy & Mullick Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Murphy & Mullick Capital 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	$83.1K	Hold	274	–	–	0.05%	229
2026 Q1	$71.8K	Hold	274	–	–	0.05%	241
2025 Q4	$70.7K	Hold	274	–	–	0.05%	243
2025 Q3	$69.7K	Hold	274	–	–	0.05%	237
2025 Q2	$66.2K	Hold	274	–	–	0.05%	238
2025 Q1	$60.8K	Hold	274	–	–	0.06%	241
2024 Q4	$65.8K	Buy	+274	New	+$67.4K	0.06%	221

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

Murphy & Mullick Capital Management's VB Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 274 shares worth $83.1K. The position accounts for 0.05% of the portfolio, ranked #229.

Murphy & Mullick Capital Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Murphy & Mullick Capital Management held 274 shares of Vanguard Morningstar Small-Cap ETF worth $83.1K as of Q2 2026.
Murphy & Mullick Capital Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #229 holding.
Murphy & Mullick Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.