Shayne & Jacobs LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Shayne & Jacobs LLC’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 Q3	$1.01M	Hold	3,556	–	–	0.3%	51
2026 Q2	$1.08M	Sell	3,556 -10	-0.3%	-$2.87K	0.32%	50
2026 Q1	$934K	Buy	3,566 +226	+7%	+$61.2K	0.29%	51
2025 Q4	$862K	Hold	3,340	–	–	0.26%	54
2025 Q3	$849K	Hold	3,340	–	–	0.26%	52
2025 Q2	$792K	Buy	3,340 +20	+0.6%	+$4.46K	0.26%	54
2025 Q1	$736K	Hold	3,320	–	–	0.18%	54
2024 Q4	$798K	Hold	3,320	–	–	0.21%	52
2024 Q3	$788K	Hold	3,320	–	–	0.2%	56
2024 Q2	$724K	Hold	3,320	–	–	0.2%	55
2024 Q1	$759K	Sell	3,320 -150	-4%	-$32.3K	0.21%	53
2023 Q4	$740K	Buy	3,470 +40	+1%	+$7.71K	0.23%	50
2023 Q3	$649K	Buy	+3,430	New	+$683K	0.22%	50

Other funds holding VB

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Shayne & Jacobs LLC's VB Position: Q3 2026 in Review

Shayne & Jacobs LLC held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 3,556 shares worth $1.01M. The position accounts for 0.3% of the portfolio, ranked #51.

Shayne & Jacobs LLC first reported a position in VB in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Shayne & Jacobs LLC held 3,556 shares of Vanguard Morningstar Small-Cap ETF worth $1.01M as of Q3 2026.
Shayne & Jacobs LLC left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.3% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #51 holding.
Shayne & Jacobs LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 13 quarters since.
Shayne & Jacobs LLC's Vanguard Morningstar Small-Cap ETF position peaked at $1.08M in Q2 2026.
1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.