Nottingham Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Nottingham Advisors’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	$257K	Hold	873	–	–	0.03%	108
2026 Q1	$229K	Hold	873	–	–	0.03%	108
2025 Q4	$225K	Hold	873	–	–	0.03%	102
2025 Q3	$222K	Hold	873	–	–	0.03%	104
2025 Q2	$207K	Sell	873 -391	-31%	-$87.2K	0.03%	104
2025 Q1	$280K	Sell	1,264 -57	-4%	-$13.6K	0.04%	96
2024 Q4	$317K	Sell	1,321 -2,446	-65%	-$602K	0.04%	105
2024 Q3	$894K	Buy	3,767 +1,253	+50%	+$285K	0.1%	73
2024 Q2	$548K	Sell	2,514 -122	-5%	-$26.8K	0.07%	91
2024 Q1	$603K	Sell	2,636 -14	-0.5%	-$3.01K	0.07%	85
2023 Q4	$565K	Buy	+2,650	New	+$511K	0.08%	82

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

Nottingham Advisors's VB Position: Q2 2026 in Review

Nottingham Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 873 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #108.

Nottingham Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $894K in Q3 2024. 2,483 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Nottingham Advisors held 873 shares of Vanguard Morningstar Small-Cap ETF worth $257K as of Q2 2026.
Nottingham Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Nottingham Advisors's portfolio in Q2 2026, its #108 holding.
Nottingham Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Nottingham Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $894K in Q3 2024.
2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Nottingham Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.