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NBC Securities’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

NBC Securities’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 		$1.97M Buy
6,497
+266
+4% +$76.2K 0.13% 176
2026
Q1 		$1.63M Sell
6,231
-91
-1% -$24.6K 0.12% 179
2025
Q4 		$1.63M Buy
6,322
+9
+0.1% +$2.31K 0.12% 179
2025
Q3 		$1.61M Buy
6,313
+119
+2% +$29.5K 0.12% 183
2025
Q2 		$1.47M Sell
6,194
-2
-0% -$446 0.12% 200
2025
Q1 		$1.37M Buy
6,196
+6,190
+103,167% +$1.48M 0.12% 192
2024
Q4 		$1.56K Sell
6
-6,224
-100% -$1.53M 0.14% 165
2024
Q3 		$1.48M Buy
6,230
+3
+0% +$682 0.12% 171
2024
Q2 		$1.36M Buy
6,227
+7
+0.1% +$1.54K 0.12% 173
2024
Q1 		$1.42M Buy
6,220
+534
+9% +$115K 0.13% 160
2023
Q4 		$1.21M Sell
5,686
-2
-0% -$385 0.12% 168
2023
Q3 		$1.07M Buy
+5,688
New +$1.13M 0.12% 172

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NBC Securities's VB Position: Q2 2026 in Review

NBC Securities increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.3% in Q2 2026, buying an estimated $76.2K and bringing the position to 6,497 shares worth $1.97M. The position accounts for 0.13% of the portfolio, ranked #176.

NBC Securities first reported a position in VB in Q3 2023 and has held it in 12 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • NBC Securities held 6,497 shares of Vanguard Morningstar Small-Cap ETF worth $1.97M as of Q2 2026.
  • NBC Securities bought 266 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $76.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of NBC Securities's portfolio in Q2 2026, its #176 holding.
  • NBC Securities first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.