SJL
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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
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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Shayne & Jacobs LLC's VB Position: Q2 2026 in Review

Shayne & Jacobs LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.28% in Q2 2026, selling an estimated $2.87K and leaving 3,556 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #50.

Shayne & Jacobs LLC first reported a position in VB in Q3 2023 and has held it in 12 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Shayne & Jacobs LLC held 3,556 shares of Vanguard Morningstar Small-Cap ETF worth $1.08M as of Q2 2026.
  • Shayne & Jacobs LLC sold 10 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.87K.
  • Vanguard Morningstar Small-Cap ETF made up 0.32% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #50 holding.
  • Shayne & Jacobs LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.