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Romano Brothers & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Romano Brothers & Co’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 		$1.82M Hold
5,995
– – 0.18% 127
2026
Q1 		$1.57M Sell
5,995
-137
-2% -$37.1K 0.18% 132
2025
Q4 		$1.58M Sell
6,132
-64
-1% -$16.4K 0.18% 125
2025
Q3 		$1.58M Sell
6,196
-110
-2% -$27.3K 0.18% 126
2025
Q2 		$1.49M Sell
6,306
-788
-11% -$176K 0.18% 127
2025
Q1 		$1.57M Buy
7,094
+268
+4% +$64K 0.2% 123
2024
Q4 		$1.64M Hold
6,826
– – 0.21% 123
2024
Q3 		$1.62M Buy
6,826
+370
+6% +$84.1K 0.2% 124
2024
Q2 		$1.41M Sell
6,456
-100
-2% -$22K 0.19% 126
2024
Q1 		$1.5M Buy
6,556
+261
+4% +$56.1K 0.21% 121
2023
Q4 		$1.34M Sell
6,295
-524
-8% -$101K 0.2% 129
2023
Q3 		$1.29M Sell
6,819
-177
-3% -$35.3K 0.2% 124
2023
Q2 		$1.39M Buy
6,996
+290
+4% +$54.8K 0.21% 123
2023
Q1 		$1.27M Sell
6,706
-200
-3% -$38.8K 0.2% 127
2022
Q4 		$1.27M Sell
6,906
-30
-0.4% -$5.56K 0.19% 124
2022
Q3 		$1.19M Buy
+6,936
New +$1.31M 0.19% 126

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

Romano Brothers & Co's VB Position: Q2 2026 in Review

Romano Brothers & Co held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 5,995 shares worth $1.82M. The position accounts for 0.18% of the portfolio, ranked #127.

Romano Brothers & Co first reported a position in VB in Q3 2022 and has held it in 16 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Romano Brothers & Co held 5,995 shares of Vanguard Morningstar Small-Cap ETF worth $1.82M as of Q2 2026.
  • Romano Brothers & Co left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Romano Brothers & Co's portfolio in Q2 2026, its #127 holding.
  • Romano Brothers & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.