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SJS Investment Consulting’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SJS Investment Consulting’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 		$467K Hold
1,539
– – 0.05% 95
2026
Q1 		$403K Buy
1,539
+31
+2% +$8.39K 0.05% 92
2025
Q4 		$389K Buy
1,508
+40
+3% +$10.2K 0.05% 95
2025
Q3 		$373K Buy
1,468
+304
+26% +$75.4K 0.05% 90
2025
Q2 		$276K Sell
1,164
-234
-17% -$52.2K 0.04% 81
2025
Q1 		$310K Buy
1,398
+159
+13% +$38K 0.05% 73
2024
Q4 		$298K Hold
1,239
– – 0.05% 68
2024
Q3 		$294K Hold
1,239
– – 0.05% 74
2024
Q2 		$270K Hold
1,239
– – 0.05% 71
2024
Q1 		$283K Hold
1,239
– – 0.06% 71
2023
Q4 		$264K Buy
1,239
+1,014
+451% +$195K 0.06% 68
2023
Q3 		$42.5K Buy
225
+105
+88% +$20.9K 0.01% 173
2023
Q2 		$23.9K Hold
120
– – 0.01% 209
2023
Q1 		$22.7K Buy
120
+74
+161% +$14.4K 0.01% 216
2022
Q4 		$8.44K Sell
46
-50
-52% -$9.27K ﹤0.01% 300
2022
Q3 		$16K Buy
+96
New +$18.1K 0.01% 259
2022
Q1 		$79K Hold
371
– – 0.02% 145
2021
Q4 		$84K Buy
+371
New +$84.3K 0.03% 140

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

SJS Investment Consulting's VB Position: Q2 2026 in Review

SJS Investment Consulting held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,539 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #95.

SJS Investment Consulting first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • SJS Investment Consulting held 1,539 shares of Vanguard Morningstar Small-Cap ETF worth $467K as of Q2 2026.
  • SJS Investment Consulting left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of SJS Investment Consulting's portfolio in Q2 2026, its #95 holding.
  • SJS Investment Consulting first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.