MV Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MV 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	$23K	Buy	+76	New	+$21.8K	﹤0.01%	435
2020 Q2	–	Sell	-11	Closed	-$1K	–	357
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	340
2019 Q4	$2K	Hold	11	–	–	﹤0.01%	336
2019 Q3	$2K	Buy	+11	New	+$1.71K	﹤0.01%	353
2016 Q2	–	Sell	-241	Closed	-$27K	–	363
2016 Q1	$27K	Buy	+241	New	+$25K	0.01%	180

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

MV Capital Management's VB Position: Q2 2026 in Review

MV Capital Management opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 76 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: MV Capital Management previously reported a position in VB as recently as Q1 2020.

MV Capital Management first reported a position in VB in Q1 2016 and has held it in 5 quarters since. The position peaked at $27K in Q1 2016. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

MV Capital Management held 76 shares of Vanguard Morningstar Small-Cap ETF worth $23K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new MV Capital Management position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #435 holding.
MV Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2016 and has held it in 5 quarters since.
MV Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $27K in Q1 2016.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.