TBH Global Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

TBH Global Asset 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 Q1	$461K	Buy	+1,759	New	+$476K	0.09%	180
2025 Q4	–	Sell	-1,600	Closed	-$407K	–	285
2025 Q3	$407K	Buy	+1,600	New	+$397K	0.08%	191
2025 Q1	–	Sell	-1,123	Closed	-$270K	–	218
2024 Q4	$270K	Buy	1,123 +23	+2%	+$5.66K	0.06%	215
2024 Q3	$261K	Buy	+1,100	New	+$250K	0.06%	226

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TBH Global Asset Management's VB Position: Q1 2026 in Review

TBH Global Asset Management opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026: 1,759 shares worth $461K. The stake represents 0.09% of the portfolio and ranks #180 among its holdings. This is a return to the name: TBH Global Asset Management previously reported a position in VB as recently as Q3 2025.

TBH Global Asset Management first reported a position in VB in Q3 2024 and has held it in 4 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

TBH Global Asset Management held 1,759 shares of Vanguard Morningstar Small-Cap ETF worth $461K as of Q1 2026.
Vanguard Morningstar Small-Cap ETF was a new TBH Global Asset Management position in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up 0.09% of TBH Global Asset Management's portfolio in Q1 2026, its #180 holding.
TBH Global Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 4 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.