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QRG Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

QRG Capital 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 		$25.5M Buy
84,191
+12,359
+17% +$3.54M 0.21% 81
2026
Q1 		$18.8M Sell
71,832
-2,788
-4% -$754K 0.19% 105
2025
Q4 		$19.2M Buy
74,620
+6,185
+9% +$1.58M 0.21% 88
2025
Q3 		$17.4M Buy
68,435
+4,975
+8% +$1.23M 0.21% 96
2025
Q2 		$15M Buy
63,460
+9,553
+18% +$2.13M 0.13% 163
2025
Q1 		$12M Buy
53,907
+6,605
+14% +$1.58M 0.12% 171
2024
Q4 		$11.4M Buy
47,302
+8,247
+21% +$2.03M 0.12% 170
2024
Q3 		$9.26M Buy
39,055
+11,949
+44% +$2.72M 0.1% 184
2024
Q2 		$5.91M Buy
27,106
+1,320
+5% +$290K 0.07% 239
2024
Q1 		$5.89M Buy
25,786
+413
+2% +$88.8K 0.07% 236
2023
Q4 		$5.41M Buy
25,373
+1,888
+8% +$364K 0.08% 244
2023
Q3 		$4.44M Buy
+23,485
New +$4.68M 0.08% 245

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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

QRG Capital Management's VB Position: Q2 2026 in Review

QRG Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q2 2026, buying an estimated $3.54M and bringing the position to 84,191 shares worth $25.5M. The position accounts for 0.21% of the portfolio, ranked #81.

QRG Capital Management first reported a position in VB in Q3 2023 and has held it in 12 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • QRG Capital Management held 84,191 shares of Vanguard Morningstar Small-Cap ETF worth $25.5M as of Q2 2026.
  • QRG Capital Management bought 12,359 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.54M.
  • Vanguard Morningstar Small-Cap ETF made up 0.21% of QRG Capital Management's portfolio in Q2 2026, its #81 holding.
  • QRG Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.