TCTC Holdings’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

TCTC Holdings’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	$962K	Buy	3,173 +389	+14%	+$111K	0.03%	139
2026 Q1	$729K	Hold	2,784	–	–	0.02%	154
2025 Q4	$718K	Hold	2,784	–	–	0.02%	154
2025 Q3	$708K	Hold	2,784	–	–	0.02%	147
2025 Q2	$660K	Hold	2,784	–	–	0.02%	149
2025 Q1	$617K	Hold	2,784	–	–	0.02%	147
2024 Q4	$669K	Hold	2,784	–	–	0.02%	144
2024 Q3	$660K	Sell	2,784 -340	-11%	-$77.3K	0.02%	145
2024 Q2	$681K	Hold	3,124	–	–	0.02%	141
2024 Q1	$714K	Hold	3,124	–	–	0.02%	132
2023 Q4	$666K	Hold	3,124	–	–	0.02%	131
2023 Q3	$591K	Hold	3,124	–	–	0.02%	131
2023 Q2	$621K	Hold	3,124	–	–	0.02%	133
2023 Q1	$592K	Hold	3,124	–	–	0.02%	134
2022 Q4	$573K	Hold	3,124	–	–	0.02%	129
2022 Q3	$534K	Hold	3,124	–	–	0.02%	128
2022 Q2	$550K	Hold	3,124	–	–	0.02%	131
2022 Q1	$664K	Hold	3,124	–	–	0.03%	132
2021 Q4	$706K	Buy	3,124 +2,784	+819%	+$633K	0.03%	127
2021 Q3	$74K	Hold	340	–	–	﹤0.01%	265
2021 Q2	$77K	Hold	340	–	–	﹤0.01%	247
2021 Q1	$73K	Hold	340	–	–	﹤0.01%	248
2020 Q4	$66K	Hold	340	–	–	﹤0.01%	237
2020 Q3	$52K	Hold	340	–	–	﹤0.01%	239
2020 Q2	$50K	Buy	+340	New	+$45.7K	﹤0.01%	238

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

TCTC Holdings's VB Position: Q2 2026 in Review

TCTC Holdings increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q2 2026, buying an estimated $111K and bringing the position to 3,173 shares worth $962K. The position accounts for 0.03% of the portfolio, ranked #139.

TCTC Holdings first reported a position in VB in Q2 2020 and has held it in 25 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

TCTC Holdings held 3,173 shares of Vanguard Morningstar Small-Cap ETF worth $962K as of Q2 2026.
TCTC Holdings bought 389 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $111K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of TCTC Holdings's portfolio in Q2 2026, its #139 holding.
TCTC Holdings first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on TCTC Holdings's 13F filing for Q2 2026, filed 11 Aug 2026.