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

Studio Investment 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	$465K	Buy	+1,533	New	+$439K	0.08%	132
2025 Q2	–	Sell	-304	Closed	-$67.4K	–	301
2025 Q1	$67.4K	Buy	304 +153	+101%	+$36.5K	0.01%	197
2024 Q4	$36.3K	Buy	+151	New	+$37.2K	0.01%	207
2024 Q2	–	Sell	-109	Closed	-$24.9K	–	326
2024 Q1	$24.9K	Buy	+109	New	+$23.4K	0.01%	205

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 22.9% 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

Studio Investment Management's VB Position: Q2 2026 in Review

Studio Investment Management opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 1,533 shares worth $465K. The stake represents 0.08% of the portfolio and ranks #132 among its holdings. This is a return to the name: Studio Investment Management previously reported a position in VB as recently as Q1 2025.

Studio Investment Management first reported a position in VB in Q1 2024 and has held it in 4 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Studio Investment Management held 1,533 shares of Vanguard Morningstar Small-Cap ETF worth $465K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Studio Investment Management position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Studio Investment Management's portfolio in Q2 2026, its #132 holding.
Studio Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 4 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.