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Squire Investment Management Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Squire Investment Management Company’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 		$4.39M Buy
14,491
+43
+0.3% +$12.3K 1.06% 19
2026
Q1 		$3.78M Buy
14,448
+2,010
+16% +$544K 1.05% 19
2025
Q4 		$3.21M Buy
12,438
+1,005
+9% +$257K 0.97% 18
2025
Q3 		$2.91M Buy
11,433
+1,385
+14% +$343K 0.95% 19
2025
Q2 		$2.38M Hold
10,048
– – 0.88% 20
2025
Q1 		$2.23M Buy
10,048
+2,305
+30% +$550K 0.93% 19
2024
Q4 		$1.86M Buy
7,743
+410
+6% +$101K 0.82% 20
2024
Q3 		$1.74M Buy
7,333
+563
+8% +$128K 0.83% 20
2024
Q2 		$1.48M Buy
6,770
+327
+5% +$71.8K 0.84% 19
2024
Q1 		$1.47M Buy
6,443
+136
+2% +$29.3K 0.93% 19
2023
Q4 		$1.35M Buy
+6,307
New +$1.22M 1.1% 17

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Squire Investment Management Company's VB Position: Q2 2026 in Review

Squire Investment Management Company increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.3% in Q2 2026, buying an estimated $12.3K and bringing the position to 14,491 shares worth $4.39M. The position accounts for 1.06% of the portfolio, ranked #19.

Squire Investment Management Company first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Squire Investment Management Company held 14,491 shares of Vanguard Morningstar Small-Cap ETF worth $4.39M as of Q2 2026.
  • Squire Investment Management Company bought 43 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $12.3K.
  • Vanguard Morningstar Small-Cap ETF made up 1.06% of Squire Investment Management Company's portfolio in Q2 2026, its #19 holding.
  • Squire Investment Management Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.