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 Q2	$11.9M	Hold	39,554	–	–	0.39%	50
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 $1.55T 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

Smartleaf Asset Management's VB Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 39,554 shares worth $11.9M. The position accounts for 0.39% of the portfolio, ranked #50.

Smartleaf Asset Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Smartleaf Asset Management held 39,554 shares of Vanguard Morningstar Small-Cap ETF worth $11.9M as of Q2 2026.
Smartleaf Asset Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.39% of Smartleaf Asset Management's portfolio in Q2 2026, its #50 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.