STAR Financial Bank’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

STAR Financial Bank’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	$1.79M	Sell	5,917 -83	-1%	-$23.8K	0.73%	27
2026 Q1	$1.57M	Sell	6,000 -787	-12%	-$213K	0.74%	27
2025 Q4	$1.75M	Sell	6,787 -662	-9%	-$170K	0.89%	28
2025 Q3	$1.89M	Buy	7,449 +282	+4%	+$69.9K	1.12%	20
2025 Q2	$1.7M	Sell	7,167 -554	-7%	-$124K	1.08%	32
2025 Q1	$1.71M	Sell	7,721 -2,296	-23%	-$548K	1.25%	25
2024 Q4	$2.41M	Sell	10,017 -756	-7%	-$186K	1.73%	15
2024 Q3	$2.56M	Sell	10,773 -1,160	-10%	-$264K	1.72%	15
2024 Q2	$2.6M	Sell	11,933 -3,613	-23%	-$793K	2%	7
2024 Q1	$3.55M	Buy	15,546 +227	+1%	+$48.8K	3.04%	7
2023 Q4	$3.27M	Sell	15,319 -435	-3%	-$83.8K	2.97%	7
2023 Q3	$2.98M	Sell	15,754 -438	-3%	-$87.3K	3.06%	7
2023 Q2	$3.22M	Buy	16,192 +325	+2%	+$61.4K	3.01%	7
2023 Q1	$3.01M	Buy	15,867 +163	+1%	+$31.6K	2.93%	7
2022 Q4	$2.88M	Buy	+15,704	New	+$2.91M	2.86%	7

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

STAR Financial Bank's VB Position: Q2 2026 in Review

STAR Financial Bank reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.4% in Q2 2026, selling an estimated $23.8K and leaving 5,917 shares worth $1.79M. The position accounts for 0.73% of the portfolio, ranked #27.

STAR Financial Bank first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.55M in Q1 2024. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

STAR Financial Bank held 5,917 shares of Vanguard Morningstar Small-Cap ETF worth $1.79M as of Q2 2026.
STAR Financial Bank sold 83 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $23.8K.
Vanguard Morningstar Small-Cap ETF made up 0.73% of STAR Financial Bank's portfolio in Q2 2026, its #27 holding.
STAR Financial Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
STAR Financial Bank's Vanguard Morningstar Small-Cap ETF position peaked at $3.55M in Q1 2024.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.