Schroder Investment Management Group
VB icon

Schroder Investment Management Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Schroder Investment Management Group’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 		$74K Hold
244
– – ﹤0.01% 1162
2026
Q1 		$63.9K Sell
244
-405
-62% -$110K ﹤0.01% 1169
2025
Q4 		$167K Hold
649
– – ﹤0.01% 1125
2025
Q3 		$165K Sell
649
-300
-32% -$74.4K ﹤0.01% 1163
2025
Q2 		$225K Buy
+949
New +$212K ﹤0.01% 1115

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Schroder Investment Management Group's VB Position: Q2 2026 in Review

Schroder Investment Management Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 244 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Schroder Investment Management Group first reported a position in VB in Q2 2025 and has held it in 5 quarters since. The position peaked at $225K in Q2 2025. 2,216 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Schroder Investment Management Group held 244 shares of Vanguard Morningstar Small-Cap ETF worth $74K as of Q2 2026.
  • Schroder Investment Management Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1162 holding.
  • Schroder Investment Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Schroder Investment Management Group's Vanguard Morningstar Small-Cap ETF position peaked at $225K in Q2 2025.
  • 2,216 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.