Smartleaf Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Smartleaf Asset 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 Q1	$10M	Buy	39,554 +5,537	+16%	+$1.5M	0.36%	51
2025 Q4	$8.86M	Buy	34,017 +31,527	+1,266%	+$8.08M	0.34%	55
2025 Q3	$633K	Buy	2,490 +1,216	+95%	+$302K	0.04%	428
2025 Q2	$302K	Buy	1,274 +437	+52%	+$97.5K	0.03%	480
2025 Q1	$186K	Buy	837 +162	+24%	+$38.7K	0.02%	600
2024 Q4	$162K	Buy	675 +300	+80%	+$73.8K	0.02%	621
2024 Q3	$89K	Hold	375	–	–	0.01%	742
2024 Q2	$81.9K	Hold	375	–	–	0.01%	630
2024 Q1	$85.5K	Buy	375 +9	+2%	+$1.94K	0.02%	557
2023 Q4	$73.4K	Buy	+366	New	+$70.5K	0.02%	476

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Smartleaf Asset Management's VB Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q1 2026, buying an estimated $1.5M and bringing the position to 39,554 shares worth $10M. The position accounts for 0.36% of the portfolio, ranked #51.

Smartleaf Asset Management first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Smartleaf Asset Management held 39,554 shares of Vanguard Morningstar Small-Cap ETF worth $10M as of Q1 2026.
Smartleaf Asset Management bought 5,537 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $1.5M.
Vanguard Morningstar Small-Cap ETF made up 0.36% of Smartleaf Asset Management's portfolio in Q1 2026, its #51 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.