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Sit Investment Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sit Investment Associates’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 		$350K Hold
1,154
– – 0.01% 427
2026
Q1 		$302K Hold
1,154
– – 0.01% 423
2025
Q4 		$298K Hold
1,154
– – 0.01% 436
2025
Q3 		$293K Hold
1,154
– – 0.01% 431
2025
Q2 		$273K Hold
1,154
– – 0.01% 442
2025
Q1 		$256K Hold
1,154
– – 0.01% 448
2024
Q4 		$277K Hold
1,154
– – 0.01% 452
2024
Q3 		$274K Hold
1,154
– – 0.01% 460
2024
Q2 		$252K Buy
+1,154
New +$253K 0.01% 450

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sit Investment Associates's VB Position: Q2 2026 in Review

Sit Investment Associates held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,154 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #427.

Sit Investment Associates first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sit Investment Associates held 1,154 shares of Vanguard Morningstar Small-Cap ETF worth $350K as of Q2 2026.
  • Sit Investment Associates left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Sit Investment Associates's portfolio in Q2 2026, its #427 holding.
  • Sit Investment Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.