Nabity-Jensen Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Nabity-Jensen Investment 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	$1.55M	Sell	5,120 -61	-1%	-$17.5K	0.95%	24
2026 Q1	$1.36M	Sell	5,181 -21	-0.4%	-$5.68K	0.94%	24
2025 Q4	$1.34M	Buy	5,202 +508	+11%	+$130K	0.91%	25
2025 Q3	$1.19M	Sell	4,694 -208	-4%	-$51.6K	0.83%	25
2025 Q2	$1.16M	Sell	4,902 -60	-1%	-$13.4K	0.86%	25
2025 Q1	$1.1M	Sell	4,962 -495	-9%	-$118K	0.87%	27
2024 Q4	$1.31M	Buy	5,457 +191	+4%	+$47K	0.99%	25
2024 Q3	$1.25M	Buy	5,266 +149	+3%	+$33.9K	0.96%	25
2024 Q2	$1.12M	Buy	5,117 +226	+5%	+$49.6K	0.91%	26
2024 Q1	$1.12M	Buy	4,891 +30	+0.6%	+$6.45K	0.92%	25
2023 Q4	$1.04M	Buy	+4,861	New	+$937K	0.93%	25

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 22.9% 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

Nabity-Jensen Investment Management's VB Position: Q2 2026 in Review

Nabity-Jensen Investment Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, selling an estimated $17.5K and leaving 5,120 shares worth $1.55M. The position accounts for 0.95% of the portfolio, ranked #24.

Nabity-Jensen Investment Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Nabity-Jensen Investment Management held 5,120 shares of Vanguard Morningstar Small-Cap ETF worth $1.55M as of Q2 2026.
Nabity-Jensen Investment Management sold 61 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $17.5K.
Vanguard Morningstar Small-Cap ETF made up 0.95% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #24 holding.
Nabity-Jensen Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.