Markowski Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Markowski Investments’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	$20.3K	Buy	+67	New	+$19.2K	﹤0.01%	312

Other funds holding VB

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Markowski Investments's VB Position: Q2 2026 in Review

Markowski Investments opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 67 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings.

2,216 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Markowski Investments held 67 shares of Vanguard Morningstar Small-Cap ETF worth $20.3K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Markowski Investments position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Markowski Investments's portfolio in Q2 2026, its #312 holding.
2,216 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.