Stifel Financial
VB icon

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

Stifel Financial’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 		$360M Buy
1,186,781
+12,812
+1% +$3.67M 0.3% 70
2026
Q1 		$307M Sell
1,173,969
-5,647
-0.5% -$1.53M 0.28% 79
2025
Q4 		$304M Buy
1,179,616
+30,883
+3% +$7.91M 0.27% 78
2025
Q3 		$292M Buy
1,148,733
+34,352
+3% +$8.52M 0.27% 82
2025
Q2 		$264M Buy
1,114,381
+20,098
+2% +$4.48M 0.26% 86
2025
Q1 		$243M Buy
1,094,283
+29,911
+3% +$7.14M 0.26% 83
2024
Q4 		$256M Buy
1,064,372
+15,834
+2% +$3.9M 0.27% 83
2024
Q3 		$249M Buy
1,048,538
+23,252
+2% +$5.28M 0.26% 90
2024
Q2 		$224M Buy
1,025,286
+11,843
+1% +$2.6M 0.25% 90
2024
Q1 		$232M Buy
1,013,443
+33,170
+3% +$7.14M 0.26% 87
2023
Q4 		$209M Buy
980,273
+70,078
+8% +$13.5M 0.26% 87
2023
Q3 		$172M Buy
910,195
+13,521
+2% +$2.69M 0.24% 93
2023
Q2 		$178M Sell
896,674
-14,203
-2% -$2.68M 0.24% 93
2023
Q1 		$173M Sell
910,877
-5,912
-0.6% -$1.15M 0.25% 94
2022
Q4 		$168M Buy
916,789
+7,134
+0.8% +$1.32M 0.25% 88
2022
Q3 		$155M Buy
909,655
+26,977
+3% +$5.09M 0.25% 92
2022
Q2 		$155M Buy
882,678
+48,129
+6% +$9.29M 0.24% 97
2022
Q1 		$177M Buy
834,549
+34,924
+4% +$7.35M 0.24% 98
2021
Q4 		$181M Buy
799,625
+4,223
+0.5% +$960K 0.24% 96
2021
Q3 		$174M Buy
795,402
+46,172
+6% +$10.3M 0.26% 93
2021
Q2 		$169M Buy
749,230
+35,262
+5% +$7.81M 0.25% 96
2021
Q1 		$153M Buy
713,968
+60,564
+9% +$12.8M 0.25% 94
2020
Q4 		$127M Buy
653,404
+86,339
+15% +$15.2M 0.23% 102
2020
Q3 		$87.2M Buy
567,065
+24,596
+5% +$3.78M 0.18% 129
2020
Q2 		$79M Sell
542,469
-5,556
-1% -$746K 0.18% 129
2020
Q1 		$63.3M Buy
548,025
+32,166
+6% +$4.83M 0.17% 139
2019
Q4 		$85.4M Buy
515,859
+27,633
+6% +$4.4M 0.18% 143
2019
Q3 		$75.1M Buy
488,226
+1,571
+0.3% +$244K 0.19% 137
2019
Q2 		$76.3M Buy
486,655
+31,169
+7% +$4.82M 0.2% 134
2019
Q1 		$69.6M Buy
455,486
+8,297
+2% +$1.23M 0.2% 134
2018
Q4 		$59M Buy
447,189
+65,668
+17% +$9.56M 0.19% 137
2018
Q3 		$62M Buy
381,521
+7,424
+2% +$1.2M 0.18% 138
2018
Q2 		$58.2M Buy
374,097
+21,224
+6% +$3.25M 0.18% 134
2018
Q1 		$51.9M Sell
352,873
-4,830
-1% -$721K 0.16% 150
2017
Q4 		$52.9M Buy
357,703
+16,337
+5% +$2.36M 0.17% 151
2017
Q3 		$48.2M Buy
341,366
+15,793
+5% +$2.15M 0.17% 147
2017
Q2 		$44.1M Buy
325,573
+12,117
+4% +$1.62M 0.16% 143
2017
Q1 		$41.8M Buy
313,456
+18,740
+6% +$2.48M 0.16% 146
2016
Q4 		$38M Buy
294,716
+63,461
+27% +$7.88M 0.16% 149
2016
Q3 		$28.2M Sell
231,255
-6,446
-3% -$780K 0.13% 180
2016
Q2 		$27.5M Buy
237,701
+21,680
+10% +$2.46M 0.13% 173
2016
Q1 		$24.1M Sell
216,021
-46,411
-18% -$4.81M 0.13% 174
2015
Q4 		$29M Buy
262,432
+141,174
+116% +$16M 0.15% 151
2015
Q3 		$13.1M Buy
121,258
+34,626
+40% +$4.05M 0.07% 287
2015
Q2 		$10.5M Buy
86,632
+25,994
+43% +$3.19M 0.05% 353
2015
Q1 		$7.43M Buy
60,638
+7,391
+14% +$876K 0.04% 487
2014
Q4 		$6.21M Buy
+53,247
New +$6.06M 0.03% 528
2014
Q3 		– Sell
-29,113
Closed -$3.41M – 2329
2014
Q2 		$3.41M Sell
29,113
-984
-3% -$110K 0.03% 595
2014
Q1 		$3.4M Buy
+30,097
New +$3.34M 0.03% 576

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

Stifel Financial's VB Position: Q2 2026 in Review

Stifel Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q2 2026, buying an estimated $3.67M and bringing the position to 1,186,781 shares worth $360M. The position accounts for 0.3% of the portfolio, ranked #70.

Stifel Financial first reported a position in VB in Q1 2014 and has held it in 49 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Stifel Financial held 1,186,781 shares of Vanguard Morningstar Small-Cap ETF worth $360M as of Q2 2026.
  • Stifel Financial bought 12,812 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.67M.
  • Vanguard Morningstar Small-Cap ETF made up 0.3% of Stifel Financial's portfolio in Q2 2026, its #70 holding.
  • Stifel Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2014 and has held it in 49 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.