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

Searle & 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	$954K	Buy	3,146 +323	+11%	+$92.6K	0.21%	88
2026 Q1	$739K	Buy	2,823 +323	+13%	+$87.4K	0.19%	99
2025 Q4	$645K	Hold	2,500	–	–	0.17%	100
2025 Q3	$636K	Hold	2,500	–	–	0.17%	100
2025 Q2	$592K	Hold	2,500	–	–	0.17%	100
2025 Q1	$554K	Hold	2,500	–	–	0.16%	101
2024 Q4	$601K	Hold	2,500	–	–	0.17%	101
2024 Q3	$593K	Hold	2,500	–	–	0.15%	100
2024 Q2	$545K	Hold	2,500	–	–	0.13%	107
2024 Q1	$571K	Hold	2,500	–	–	0.15%	99
2023 Q4	$533K	Buy	2,500 +260	+12%	+$50.1K	0.15%	101
2023 Q3	$424K	Buy	2,240 +440	+24%	+$87.7K	0.14%	99
2023 Q2	$376K	Hold	1,800	–	–	0.12%	113
2023 Q1	$337K	Hold	1,800	–	–	0.11%	117
2022 Q4	$330K	Hold	1,800	–	–	0.11%	121
2022 Q3	$308K	Hold	1,800	–	–	0.12%	120
2022 Q2	$317K	Hold	1,800	–	–	0.13%	125
2022 Q1	$383K	Buy	1,800 +500	+38%	+$105K	0.14%	118
2021 Q4	$294K	Hold	1,300	–	–	0.11%	130
2021 Q3	$284K	Hold	1,300	–	–	0.12%	122
2021 Q2	$293K	Hold	1,300	–	–	0.12%	118
2021 Q1	$278K	Hold	1,300	–	–	0.12%	116
2020 Q4	$253K	Hold	1,300	–	–	0.12%	117
2020 Q3	$200K	Buy	+1,300	New	+$200K	0.11%	126
2020 Q1	–	Sell	-1,300	Closed	-$215K	–	144
2019 Q4	$215K	Hold	1,300	–	–	0.12%	127
2019 Q3	$200K	Hold	1,300	–	–	0.12%	130
2019 Q2	$204K	Buy	+1,300	New	+$201K	0.12%	122
2018 Q4	–	Sell	-2,000	Closed	-$325K	–	131
2018 Q3	$325K	Hold	2,000	–	–	0.19%	101
2018 Q2	$311K	Hold	2,000	–	–	0.2%	102
2018 Q1	$294K	Hold	2,000	–	–	0.19%	107
2017 Q4	$296K	Buy	+2,000	New	+$289K	0.19%	110

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

Searle & Co's VB Position: Q2 2026 in Review

Searle & Co increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, buying an estimated $92.6K and bringing the position to 3,146 shares worth $954K. The position accounts for 0.21% of the portfolio, ranked #88.

Searle & Co first reported a position in VB in Q4 2017 and has held it in 31 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Searle & Co held 3,146 shares of Vanguard Morningstar Small-Cap ETF worth $954K as of Q2 2026.
Searle & Co bought 323 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $92.6K.
Vanguard Morningstar Small-Cap ETF made up 0.21% of Searle & Co's portfolio in Q2 2026, its #88 holding.
Searle & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 31 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.