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 Q2	$548K	Buy	1,807 +48	+3%	+$13.8K	0.1%	164
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 $1.55T 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

TBH Global Asset Management's VB Position: Q2 2026 in Review

TBH Global Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.7% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,807 shares worth $548K. The position accounts for 0.1% of the portfolio, ranked #164.

TBH Global Asset Management first reported a position in VB in Q3 2024 and has held it in 5 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

TBH Global Asset Management held 1,807 shares of Vanguard Morningstar Small-Cap ETF worth $548K as of Q2 2026.
TBH Global Asset Management bought 48 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $13.8K.
Vanguard Morningstar Small-Cap ETF made up 0.1% of TBH Global Asset Management's portfolio in Q2 2026, its #164 holding.
TBH Global Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 5 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.