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

Savant Capital’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	$64.4M	Buy	225,605 +127,531	+130%	+$36.5M	0.19%	80
2026 Q1	$25.7M	Sell	98,074 -21,469	-18%	-$5.81M	0.12%	101
2025 Q4	$30.8M	Buy	119,543 +41,110	+52%	+$10.5M	0.18%	83
2025 Q3	$19.9M	Buy	78,433 +44,191	+129%	+$11M	0.12%	119
2025 Q2	$8.11M	Buy	34,242 +2,083	+6%	+$465K	0.06%	167
2025 Q1	$7.13M	Sell	32,159 -61,343	-66%	-$14.6M	0.06%	167
2024 Q4	$22.5M	Sell	93,502 -871	-0.9%	-$214K	0.18%	90
2024 Q3	$22.4M	Buy	94,373 +66,715	+241%	+$15.2M	0.19%	89
2024 Q2	$6.03M	Sell	27,658 -60,265	-69%	-$13.2M	0.06%	185
2024 Q1	$20.1M	Buy	87,923 +522	+0.6%	+$112K	0.23%	76
2023 Q4	$18.6M	Buy	87,401 +1,251	+1%	+$241K	0.24%	74
2023 Q3	$16.3M	Buy	86,150 +648	+0.8%	+$129K	0.24%	80
2023 Q2	$17M	Sell	85,502 -2,623	-3%	-$496K	0.27%	71
2023 Q1	$16.7M	Sell	88,125 -1,013	-1%	-$196K	0.31%	59
2022 Q4	$16.2M	Buy	89,138 +7,915	+10%	+$1.47M	0.4%	41
2022 Q3	$13.9M	Buy	81,223 +1,619	+2%	+$306K	0.43%	42
2022 Q2	$14M	Buy	79,604 +60,573	+318%	+$11.7M	0.43%	42
2022 Q1	$4.04M	Buy	19,031 +581	+3%	+$122K	0.13%	95
2021 Q4	$4.17M	Buy	18,450 +1,628	+10%	+$370K	0.13%	90
2021 Q3	$3.68M	Buy	16,822 +633	+4%	+$141K	0.13%	85
2021 Q2	$3.65M	Buy	16,189 +130	+0.8%	+$28.8K	0.15%	79
2021 Q1	$3.44M	Buy	16,059 +1,073	+7%	+$226K	0.18%	77
2020 Q4	$2.92M	Sell	14,986 -897	-6%	-$158K	0.17%	83
2020 Q3	$2.44M	Sell	15,883 -146	-0.9%	-$22.4K	0.17%	97
2020 Q2	$2.34M	Buy	16,029 +155	+1%	+$20.8K	0.18%	95
2020 Q1	$1.83M	Sell	15,874 -863	-5%	-$130K	0.17%	105
2019 Q4	$2.77M	Sell	16,737 -320	-2%	-$51K	0.34%	67
2019 Q3	$2.63M	Buy	17,057 +51	+0.3%	+$7.91K	0.36%	64
2019 Q2	$2.66M	Buy	17,006 +96	+0.6%	+$14.8K	0.38%	62
2019 Q1	$2.58M	Buy	16,910 +54	+0.3%	+$8.03K	0.49%	49
2018 Q4	$2.23M	Sell	16,856 -193	-1%	-$28.1K	0.47%	53
2018 Q3	$2.77M	Buy	17,049 +11	+0.1%	+$1.78K	0.5%	44
2018 Q2	$2.65M	Sell	17,038 -137	-0.8%	-$21K	0.57%	37
2018 Q1	$2.52M	Sell	17,175 -4,539	-21%	-$678K	0.53%	40
2017 Q4	$3.21M	Sell	21,714 -5,186	-19%	-$750K	0.68%	26
2017 Q3	$3.8M	Sell	26,900 -171	-0.6%	-$23.3K	0.85%	23
2017 Q2	$3.67M	Buy	27,071 +181	+0.7%	+$24.3K	0.87%	23
2017 Q1	$3.58M	Sell	26,890 -977	-4%	-$129K	0.89%	22
2016 Q4	$3.59M	Buy	27,867 +1,658	+6%	+$206K	0.97%	17
2016 Q3	$3.2M	Buy	26,209 +460	+2%	+$55.6K	0.88%	19
2016 Q2	$2.98M	Buy	25,749 +327	+1%	+$37.1K	0.85%	20
2016 Q1	$2.83M	Sell	25,422 -83	-0.3%	-$8.6K	0.86%	20
2015 Q4	$2.82M	Sell	25,505 -2,019	-7%	-$229K	0.88%	20
2015 Q3	$2.97M	Buy	27,524 +3,824	+16%	+$447K	1.06%	17
2015 Q2	$2.88M	Buy	23,700 +920	+4%	+$113K	0.97%	15
2015 Q1	$2.79M	Sell	22,780 -2,393	-10%	-$283K	0.99%	13
2014 Q4	$2.94M	Buy	25,173 +1,035	+4%	+$118K	1.11%	13
2014 Q3	$2.67M	Buy	24,138 +223	+0.9%	+$25.5K	1.14%	12
2014 Q2	$2.8M	Buy	23,915 +538	+2%	+$60.2K	1.21%	14
2014 Q1	$2.64M	Buy	23,377 +295	+1%	+$32.7K	1.22%	13
2013 Q4	$2.54M	Buy	23,082 +779	+3%	+$82.9K	1.24%	12
2013 Q3	$2.29M	Sell	22,303 -9,375	-30%	-$935K	1.24%	13
2013 Q2	$2.97M	Buy	+31,678	New	+$2.93M	1.72%	11

Other funds holding VB

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $80.9B AUM 26.08% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Savant Capital's VB Position: Q2 2026 in Review

Savant Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 130% in Q2 2026, buying an estimated $36.5M and bringing the position to 225,605 shares worth $64.4M. The position accounts for 0.19% of the portfolio, ranked #80.

Savant Capital first reported a position in VB in Q2 2013 and has held it in 53 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Savant Capital held 225,605 shares of Vanguard Morningstar Small-Cap ETF worth $64.4M as of Q2 2026.
Savant Capital bought 127,531 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $36.5M.
Vanguard Morningstar Small-Cap ETF made up 0.19% of Savant Capital's portfolio in Q2 2026, its #80 holding.
Savant Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.