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

Osbon 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	$3.21M	Sell	10,589 -2,764	-21%	-$792K	2.52%	8
2026 Q1	$3.5M	Buy	13,353 +3,678	+38%	+$995K	2.85%	8
2025 Q4	$2.5M	Buy	+9,675	New	+$2.48M	2.33%	8
2019 Q2	$10.9M	Buy	+69,486	New	+$10.7M	11.58%	2

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

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

Osbon Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 21% in Q2 2026, selling an estimated $792K and leaving 10,589 shares worth $3.21M. The position accounts for 2.52% of the portfolio, ranked #8.

Osbon Capital Management first reported a position in VB in Q2 2019 and has held it in 4 quarters since. The position peaked at $10.9M in Q2 2019. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Osbon Capital Management held 10,589 shares of Vanguard Morningstar Small-Cap ETF worth $3.21M as of Q2 2026.
Osbon Capital Management sold 2,764 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $792K.
Vanguard Morningstar Small-Cap ETF made up 2.52% of Osbon Capital Management's portfolio in Q2 2026, its #8 holding.
Osbon Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 4 quarters since.
Osbon Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $10.9M in Q2 2019.
2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.