SIC
VB icon

Samalin Investment Counsel’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Samalin Investment Counsel’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 		$443K Buy
+1,461
New +$419K 0.14% 184
2020
Q1 		– Sell
-25
Closed -$4K – 493
2019
Q4 		$4K Buy
+25
New +$3.98K ﹤0.01% 483

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

Samalin Investment Counsel's VB Position: Q2 2026 in Review

Samalin Investment Counsel opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 1,461 shares worth $443K. The stake represents 0.14% of the portfolio and ranks #184 among its holdings. This is a return to the name: Samalin Investment Counsel previously reported a position in VB as recently as Q4 2019.

Samalin Investment Counsel first reported a position in VB in Q4 2019 and has held it in 2 quarters since. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Samalin Investment Counsel held 1,461 shares of Vanguard Morningstar Small-Cap ETF worth $443K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Samalin Investment Counsel position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Samalin Investment Counsel's portfolio in Q2 2026, its #184 holding.
  • Samalin Investment Counsel first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 2 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.