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

Summit 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 		$35.4M Buy
116,926
+6,844
+6% +$1.96M 0.39% 39
2026
Q1 		$28.8M Buy
110,082
+11,851
+12% +$3.21M 0.37% 53
2025
Q4 		$25.3M Buy
98,231
+1,126
+1% +$288K 0.37% 48
2025
Q3 		$24.7M Buy
97,105
+12,273
+14% +$3.04M 0.38% 47
2025
Q2 		$20.2M Buy
84,832
+7,986
+10% +$1.78M 0.46% 43
2025
Q1 		$17M Buy
76,846
+6,549
+9% +$1.56M 0.48% 38
2024
Q4 		$16.9M Buy
70,297
+1,787
+3% +$440K 0.59% 26
2024
Q3 		$16.3M Buy
68,510
+11,354
+20% +$2.58M 0.64% 24
2024
Q2 		$12.5M Buy
57,156
+4,205
+8% +$923K 0.57% 25
2024
Q1 		$12.1M Buy
52,951
+1,209
+2% +$260K 0.72% 17
2023
Q4 		$11M Buy
51,742
+1,549
+3% +$298K 0.72% 17
2023
Q3 		$9.49M Buy
50,193
+15,446
+44% +$3.08M 0.7% 19
2023
Q2 		$6.91M Sell
34,747
-263
-0.8% -$49.7K 0.5% 24
2023
Q1 		$6.64M Sell
35,010
-672
-2% -$130K 0.58% 19
2022
Q4 		$6.55M Buy
35,682
+798
+2% +$148K 0.62% 19
2022
Q3 		$5.96M Buy
34,884
+4,862
+16% +$918K 0.56% 19
2022
Q2 		$5.29M Buy
30,022
+1,165
+4% +$225K 0.5% 21
2022
Q1 		$6.13M Buy
28,857
+3,313
+13% +$697K 0.48% 23
2021
Q4 		$5.77M Buy
25,544
+7,853
+44% +$1.78M 0.44% 26
2021
Q3 		$3.87M Buy
17,691
+6,867
+63% +$1.53M 0.33% 31
2021
Q2 		$2.44M Buy
10,824
+5,691
+111% +$1.26M 0.24% 33
2021
Q1 		$1.1M Buy
5,133
+1,953
+61% +$411K 0.14% 26
2020
Q4 		$619K Buy
3,180
+1,532
+93% +$270K 0.09% 36
2020
Q3 		$254K Buy
1,648
+79
+5% +$12.1K 0.04% 32
2020
Q2 		$229K Buy
+1,569
New +$211K 0.04% 34

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

Summit Financial's VB Position: Q2 2026 in Review

Summit Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.2% in Q2 2026, buying an estimated $1.96M and bringing the position to 116,926 shares worth $35.4M. The position accounts for 0.39% of the portfolio, ranked #39.

Summit Financial first reported a position in VB in Q2 2020 and has held it in 25 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Summit Financial held 116,926 shares of Vanguard Morningstar Small-Cap ETF worth $35.4M as of Q2 2026.
  • Summit Financial bought 6,844 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.96M.
  • Vanguard Morningstar Small-Cap ETF made up 0.39% of Summit Financial's portfolio in Q2 2026, its #39 holding.
  • Summit Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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