Princeton Global Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Princeton Global Asset 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	$42.7K	Sell	141 -658	-82%	-$189K	0.01%	383
2026 Q1	$209K	Buy	799 +2	+0.3%	+$541	0.03%	196
2025 Q4	$206K	Sell	797 -96	-11%	-$24.6K	0.03%	192
2025 Q3	$227K	Buy	893 +208	+30%	+$51.6K	0.04%	185
2025 Q2	$162K	Buy	+685	New	+$153K	0.03%	203
2020 Q3	–	Sell	-10,000	Closed	-$1.46M	–	533
2020 Q2	$1.46M	Hold	10,000	–	–	0.45%	75
2020 Q1	$1.15M	Buy	+10,000	New	+$1.5M	0.51%	66

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

Princeton Global Asset Management's VB Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 82% in Q2 2026, selling an estimated $189K and leaving 141 shares worth $42.7K. The position accounts for 0.01% of the portfolio, ranked #383.

Princeton Global Asset Management first reported a position in VB in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.46M in Q2 2020. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Princeton Global Asset Management held 141 shares of Vanguard Morningstar Small-Cap ETF worth $42.7K as of Q2 2026.
Princeton Global Asset Management sold 658 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $189K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #383 holding.
Princeton Global Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 7 quarters since.
Princeton Global Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.46M in Q2 2020.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.