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

Sims Investment Management’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	$300K	Sell	990 -46	-4%	-$13.2K	0.09%	33
2026 Q1	$271K	Buy	1,036 +3	+0.3%	+$812	0.1%	34
2025 Q4	$266K	Sell	1,033 -53	-5%	-$13.6K	0.09%	39
2025 Q3	$276K	Sell	1,086 -511	-32%	-$127K	0.1%	41
2025 Q2	$378K	Sell	1,597 -98	-6%	-$21.9K	0.15%	33
2025 Q1	$376K	Buy	1,695 +560	+49%	+$134K	0.17%	32
2024 Q4	$273K	Buy	+1,135	New	+$279K	0.15%	32

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

Sims Investment Management's VB Position: Q2 2026 in Review

Sims Investment Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.4% in Q2 2026, selling an estimated $13.2K and leaving 990 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #33.

Sims Investment Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q2 2025. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sims Investment Management held 990 shares of Vanguard Morningstar Small-Cap ETF worth $300K as of Q2 2026.
Sims Investment Management sold 46 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $13.2K.
Vanguard Morningstar Small-Cap ETF made up 0.09% of Sims Investment Management's portfolio in Q2 2026, its #33 holding.
Sims Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Sims Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $378K in Q2 2025.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.