Syntax Research’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Syntax Research’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	$39.1K	Hold	129	–	–	0.03%	99
2026 Q1	$33.8K	Hold	129	–	–	0.02%	108
2025 Q4	$33.3K	Hold	129	–	–	0.02%	107
2025 Q3	$32.8K	Hold	129	–	–	0.02%	102
2025 Q2	$30.6K	Hold	129	–	–	0.02%	96
2025 Q1	$28.6K	Sell	129 -40	-24%	-$9.55K	0.02%	101
2024 Q4	$40.7K	Hold	169	–	–	0.03%	94
2024 Q3	$40.1K	Buy	169 +40	+31%	+$9.09K	0.03%	100
2024 Q2	$28.1K	Hold	129	–	–	0.02%	101
2024 Q1	$29.5K	Hold	129	–	–	0.02%	102
2023 Q4	$27.5K	Hold	129	–	–	0.02%	105
2023 Q3	$24.4K	Buy	+129	New	+$25.7K	0.02%	113

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

Syntax Research's VB Position: Q2 2026 in Review

Syntax Research held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 129 shares worth $39.1K. The position accounts for 0.03% of the portfolio, ranked #99.

Syntax Research first reported a position in VB in Q3 2023 and has held it in 12 quarters since. The position peaked at $40.7K in Q4 2024. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Syntax Research held 129 shares of Vanguard Morningstar Small-Cap ETF worth $39.1K as of Q2 2026.
Syntax Research left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Syntax Research's portfolio in Q2 2026, its #99 holding.
Syntax Research first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Syntax Research's Vanguard Morningstar Small-Cap ETF position peaked at $40.7K in Q4 2024.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.