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Strategic Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Strategic Investment Advisors’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 		$19.8M Buy
75,521
+3,663
+5% +$991K 1.37% 21
2025
Q4 		$18.5M Buy
71,858
+71,808
+143,616% +$18.4M 1.6% 16
2025
Q3 		$17.7M Sell
50
-72,414
-100% -$18M 1.59% 12
2025
Q2 		$17.2M Buy
72,464
+3,906
+6% +$871K 1.67% 12
2025
Q1 		$15.2M Buy
68,558
+1,238
+2% +$296K 1.61% 18
2024
Q4 		$16.2M Buy
67,320
+2,465
+4% +$607K 1.72% 13
2024
Q3 		$15.4M Buy
64,855
+2,690
+4% +$611K 1.69% 13
2024
Q2 		$13.6M Buy
62,165
+2,962
+5% +$650K 1.65% 14
2024
Q1 		$13.5M Buy
59,203
+6,795
+13% +$1.46M 1.74% 14
2023
Q4 		$11.2M Buy
52,408
+3,384
+7% +$652K 1.61% 15
2023
Q3 		$9.27M Sell
49,024
-40,416
-45% -$8.05M 1.53% 15
2023
Q2 		$17.8M Buy
89,440
+49,057
+121% +$9.27M 2.47% 9
2023
Q1 		$7.66M Buy
40,383
+4,480
+12% +$869K 1.38% 16
2022
Q4 		$6.59M Sell
35,903
-666
-2% -$123K 1.37% 18
2022
Q3 		$6.25M Buy
36,569
+782
+2% +$148K 1.41% 15
2022
Q2 		$6.3M Buy
35,787
+5,463
+18% +$1.05M 1.26% 19
2022
Q1 		$6.44M Buy
30,324
+10,421
+52% +$2.19M 1.22% 20
2021
Q4 		$4.5M Buy
19,903
+2,232
+13% +$507K 0.87% 29
2021
Q3 		$3.86M Buy
17,671
+455
+3% +$101K 0.85% 30
2021
Q2 		$3.88M Buy
17,216
+2,092
+14% +$464K 0.89% 29
2021
Q1 		$3.24M Buy
15,124
+934
+7% +$197K 0.84% 31
2020
Q4 		$2.76M Buy
14,190
+1,238
+10% +$218K 0.8% 34
2020
Q3 		$1.99M Buy
12,952
+1,195
+10% +$184K 0.67% 43
2020
Q2 		$1.71M Buy
11,757
+1,203
+11% +$162K 0.65% 45
2020
Q1 		$1.22M Buy
10,554
+923
+10% +$139K 0.56% 50
2019
Q4 		$1.59M Buy
9,631
+1,127
+13% +$180K 0.66% 41
2019
Q3 		$1.31M Buy
8,504
+1,070
+14% +$166K 0.63% 36
2019
Q2 		$1.17M Buy
7,434
+1,364
+22% +$211K 0.64% 42
2019
Q1 		$928K Buy
6,070
+518
+9% +$77K 0.64% 40
2018
Q4 		$733K Buy
+5,552
New +$808K 0.66% 38

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Strategic Investment Advisors's VB Position: Q1 2026 in Review

Strategic Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.1% in Q1 2026, buying an estimated $991K and bringing the position to 75,521 shares worth $19.8M. The position accounts for 1.37% of the portfolio, ranked #21.

Strategic Investment Advisors first reported a position in VB in Q4 2018 and has held it in 30 quarters since. 2,392 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Strategic Investment Advisors held 75,521 shares of Vanguard Morningstar Small-Cap ETF worth $19.8M as of Q1 2026.
  • Strategic Investment Advisors bought 3,663 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $991K.
  • Vanguard Morningstar Small-Cap ETF made up 1.37% of Strategic Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.