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

Polaris Investment 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
Q1 		– Sell
-1,629
Closed -$420K – 76
2025
Q4 		$420K Buy
+1,629
New +$417K 0.3% 47

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Polaris Investment Advisors's VB Position: Q1 2026 in Review

Polaris Investment Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,629 shares — an estimated $420K sold.

Polaris Investment Advisors first reported a position in VB in Q4 2025 and held it in 1 quarter. The position peaked at $420K in Q4 2025. 2,392 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Polaris Investment Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Polaris Investment Advisors sold 1,629 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $420K.
  • Polaris Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Polaris Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $420K in Q4 2025.
  • 2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Polaris Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.