Sittner & Nelson’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sittner & Nelson’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	$141K	Buy	464 +18	+4%	+$5.16K	0.04%	210
2026 Q1	$117K	Buy	446 +339	+317%	+$91.7K	0.04%	215
2025 Q4	$29.7K	Hold	107	–	–	0.01%	310
2025 Q3	$27.2K	Hold	107	–	–	0.01%	294
2025 Q2	$25.4K	Hold	107	–	–	0.01%	304
2025 Q1	$23.7K	Hold	107	–	–	0.01%	297
2024 Q4	$25.7K	Hold	107	–	–	0.01%	274
2024 Q3	$25.4K	Hold	107	–	–	0.01%	275
2024 Q2	$23.3K	Hold	107	–	–	0.01%	268
2024 Q1	$24.5K	Hold	107	–	–	0.01%	258
2023 Q4	$22.8K	Buy	107 +10	+10%	+$1.93K	0.01%	273
2023 Q3	$18.3K	Hold	97	–	–	0.01%	285
2023 Q2	$19.3K	Hold	97	–	–	0.01%	283
2023 Q1	$18.4K	Hold	97	–	–	0.01%	304
2022 Q4	$17.8K	Hold	97	–	–	0.01%	287
2022 Q3	$17K	Hold	97	–	–	0.01%	284
2022 Q2	$17K	Hold	97	–	–	0.01%	307
2022 Q1	$21K	Hold	97	–	–	0.01%	274
2021 Q4	$22K	Sell	97 -34	-26%	-$7.73K	0.01%	264
2021 Q3	$29K	Hold	131	–	–	0.02%	230
2021 Q2	$30K	Hold	131	–	–	0.02%	211
2021 Q1	$28K	Hold	131	–	–	0.02%	214
2020 Q4	$26K	Buy	+131	New	+$23.1K	0.02%	203

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

Sittner & Nelson's VB Position: Q2 2026 in Review

Sittner & Nelson increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4% in Q2 2026, buying an estimated $5.16K and bringing the position to 464 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #210.

Sittner & Nelson first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sittner & Nelson held 464 shares of Vanguard Morningstar Small-Cap ETF worth $141K as of Q2 2026.
Sittner & Nelson bought 18 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.16K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Sittner & Nelson's portfolio in Q2 2026, its #210 holding.
Sittner & Nelson first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.