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Paller Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Paller Financial Services’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 		$244K Hold
804
– – 0.18% 44
2026
Q1 		$211K Hold
804
– – 0.17% 43
2025
Q4 		$207K Buy
+804
New +$206K 0.17% 45

Other funds holding VB

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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

Paller Financial Services's VB Position: Q2 2026 in Review

Paller Financial Services held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 804 shares worth $244K. The position accounts for 0.18% of the portfolio, ranked #44.

Paller Financial Services first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Paller Financial Services held 804 shares of Vanguard Morningstar Small-Cap ETF worth $244K as of Q2 2026.
  • Paller Financial Services left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Paller Financial Services's portfolio in Q2 2026, its #44 holding.
  • Paller Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Paller Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.