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

Summit Global Investments’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	$1.91M	Buy	6,303 +987	+19%	+$283K	0.1%	101
2026 Q1	$1.39M	Buy	5,316 +4,104	+339%	+$1.11M	0.08%	128
2025 Q4	$313K	Sell	1,212 -12	-1%	-$3.07K	0.02%	408
2025 Q3	$311K	Buy	1,224 +144	+13%	+$35.7K	0.02%	391
2025 Q2	$256K	Buy	+1,080	New	+$241K	0.02%	413
2025 Q1	–	Sell	-63,058	Closed	-$15.2M	–	589
2024 Q4	$15.2M	Buy	63,058 +24,327	+63%	+$5.99M	0.95%	17
2024 Q3	$9.19M	Buy	38,731 +20,203	+109%	+$4.59M	0.59%	41
2024 Q2	$4.04M	Sell	18,528 -835	-4%	-$183K	0.27%	79
2024 Q1	$4.43M	Sell	19,363 -20,288	-51%	-$4.36M	0.33%	68
2023 Q4	$8.46M	Buy	+39,651	New	+$7.64M	0.55%	37

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

Summit Global Investments's VB Position: Q2 2026 in Review

Summit Global Investments increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q2 2026, buying an estimated $283K and bringing the position to 6,303 shares worth $1.91M. The position accounts for 0.1% of the portfolio, ranked #101.

Summit Global Investments first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.2M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Summit Global Investments held 6,303 shares of Vanguard Morningstar Small-Cap ETF worth $1.91M as of Q2 2026.
Summit Global Investments bought 987 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $283K.
Vanguard Morningstar Small-Cap ETF made up 0.1% of Summit Global Investments's portfolio in Q2 2026, its #101 holding.
Summit Global Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Summit Global Investments's Vanguard Morningstar Small-Cap ETF position peaked at $15.2M in Q4 2024.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.