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

Reflection 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
Q1 		$330K Buy
1,165
+2
+0.2% +$541 0.2% 95
2025
Q4 		$307K Buy
+1,163
New +$298K 0.22% 82

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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 22.9% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Reflection Asset Management's VB Position: Q1 2026 in Review

Reflection Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.17% in Q1 2026, buying an estimated $541 and bringing the position to 1,165 shares worth $330K. The position accounts for 0.2% of the portfolio, ranked #95.

Reflection Asset Management first reported a position in VB in Q4 2025 and has held it in 2 quarters since. 2,405 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Reflection Asset Management held 1,165 shares of Vanguard Morningstar Small-Cap ETF worth $330K as of Q1 2026.
  • Reflection Asset Management bought 2 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $541.
  • Vanguard Morningstar Small-Cap ETF made up 0.2% of Reflection Asset Management's portfolio in Q1 2026, its #95 holding.
  • Reflection Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,405 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.