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Old Mission Investment Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Old Mission Investment Co’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 		$20M Buy
66,050
+26,488
+67% +$7.59M 4.17% 6
2026
Q1 		$10.4M Buy
39,562
+551
+1% +$149K 2.42% 7
2025
Q4 		$10.1M Buy
39,011
+2,376
+6% +$609K 2.41% 7
2025
Q3 		$9.35M Buy
36,635
+2,928
+9% +$726K 2.27% 7
2025
Q2 		$7.99M Buy
33,707
+1,121
+3% +$250K 2.18% 8
2025
Q1 		$7.23M Buy
32,586
+702
+2% +$168K 2.17% 7
2024
Q4 		$7.66M Buy
31,884
+2,926
+10% +$720K 2.28% 8
2024
Q3 		$6.87M Sell
28,958
-79
-0.3% -$18K 2.1% 9
2024
Q2 		$6.33M Buy
29,037
+99
+0.3% +$21.7K 2.05% 9
2024
Q1 		$6.61M Sell
28,938
-1,249
-4% -$269K 2.2% 9
2023
Q4 		$6.44M Sell
30,187
-187
-0.6% -$36K 2.26% 8
2023
Q3 		$5.74M Sell
30,374
-361
-1% -$71.9K 2.23% 8
2023
Q2 		$6.11M Sell
30,735
-262
-0.8% -$49.5K 2.26% 8
2023
Q1 		$5.88M Buy
30,997
+290
+0.9% +$56.2K 2.3% 8
2022
Q4 		$5.64M Sell
30,707
-235
-0.8% -$43.6K 2.39% 8
2022
Q3 		$5.29M Buy
30,942
+1,121
+4% +$212K 2.47% 8
2022
Q2 		$5.25M Buy
29,821
+1,503
+5% +$290K 2.29% 8
2022
Q1 		$6.02M Buy
28,318
+937
+3% +$197K 2.24% 8
2021
Q4 		$6.19M Buy
27,381
+786
+3% +$179K 2.25% 9
2021
Q3 		$5.82M Buy
26,595
+1,153
+5% +$256K 2.35% 9
2021
Q2 		$5.73M Buy
25,442
+73
+0.3% +$16.2K 2.35% 9
2021
Q1 		$5.43M Buy
25,369
+319
+1% +$67.2K 2.53% 8
2020
Q4 		$4.88M Buy
25,050
+4,113
+20% +$726K 2.56% 7
2020
Q3 		$3.22M Buy
20,937
+16,180
+340% +$2.49M 1.93% 13
2020
Q2 		$693K Buy
+4,757
New +$639K 0.49% 34

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 22.9% 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

Old Mission Investment Co's VB Position: Q2 2026 in Review

Old Mission Investment Co increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 67% in Q2 2026, buying an estimated $7.59M and bringing the position to 66,050 shares worth $20M. The position accounts for 4.17% of the portfolio, ranked #6.

Old Mission Investment Co first reported a position in VB in Q2 2020 and has held it in 25 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Old Mission Investment Co held 66,050 shares of Vanguard Morningstar Small-Cap ETF worth $20M as of Q2 2026.
  • Old Mission Investment Co bought 26,488 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $7.59M.
  • Vanguard Morningstar Small-Cap ETF made up 4.17% of Old Mission Investment Co's portfolio in Q2 2026, its #6 holding.
  • Old Mission Investment Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.