Phillip James Consulting’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Phillip James Consulting’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	$6.52M	Buy	+21,494	New	+$6.16M	4.35%	7

Other funds holding VB

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 $80B AUM 26.12% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Phillip James Consulting's VB Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 21,494 shares worth $6.52M. The stake represents 4.35% of the portfolio and ranks #7 among its holdings.

2,397 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Phillip James Consulting held 21,494 shares of Vanguard Morningstar Small-Cap ETF worth $6.52M as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Phillip James Consulting position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 4.35% of Phillip James Consulting's portfolio in Q2 2026, its #7 holding.
2,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.