SBI Securities’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SBI Securities’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	$4.61M	Buy	15,195 +179	+1%	+$51.3K	0.1%	106
2026 Q1	$3.93M	Sell	15,016 -5	-0%	-$1.35K	0.11%	108
2025 Q4	$3.87M	Sell	15,021 -255	-2%	-$65.3K	0.1%	120
2025 Q3	$3.88M	Sell	15,276 -1,128	-7%	-$280K	0.1%	120
2025 Q2	$3.89M	Buy	16,404 +35	+0.2%	+$7.81K	0.11%	109
2025 Q1	$3.63M	Sell	16,369 -385	-2%	-$91.9K	0.12%	109
2024 Q4	$4.03M	Buy	+16,754	New	+$4.12M	0.12%	105

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

SBI Securities's VB Position: Q2 2026 in Review

SBI Securities increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, buying an estimated $51.3K and bringing the position to 15,195 shares worth $4.61M. The position accounts for 0.1% of the portfolio, ranked #106.

SBI Securities first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

SBI Securities held 15,195 shares of Vanguard Morningstar Small-Cap ETF worth $4.61M as of Q2 2026.
SBI Securities bought 179 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $51.3K.
Vanguard Morningstar Small-Cap ETF made up 0.1% of SBI Securities's portfolio in Q2 2026, its #106 holding.
SBI Securities first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.