Private Management Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Private Management Group’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	$271K	Sell	894 -30	-3%	-$8.6K	0.01%	282
2026 Q1	$242K	Sell	924 -100	-10%	-$27.1K	0.01%	284
2025 Q4	$264K	Buy	1,024 +51	+5%	+$13.1K	0.01%	273
2025 Q3	$247K	Hold	973	–	–	0.01%	265
2025 Q2	$231K	Buy	+973	New	+$217K	0.01%	257
2025 Q1	–	Sell	-863	Closed	-$207K	–	222
2024 Q4	$207K	Hold	863	–	–	0.01%	202
2024 Q3	$205K	Buy	+863	New	+$196K	0.01%	206
2024 Q2	–	Sell	-928	Closed	-$212K	–	212
2024 Q1	$212K	Sell	928 -29	-3%	-$6.24K	0.01%	196
2023 Q4	$204K	Buy	+957	New	+$184K	0.01%	197

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

Private Management Group's VB Position: Q2 2026 in Review

Private Management Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.2% in Q2 2026, selling an estimated $8.6K and leaving 894 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #282.

Private Management Group first reported a position in VB in Q4 2023 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Private Management Group held 894 shares of Vanguard Morningstar Small-Cap ETF worth $271K as of Q2 2026.
Private Management Group sold 30 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.6K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Private Management Group's portfolio in Q2 2026, its #282 holding.
Private Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.