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Templeton & Phillips Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Templeton & Phillips Capital 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 		$433K Hold
1,652
– – 0.35% 27
2025
Q4 		$426K Buy
1,652
+656
+66% +$168K 0.28% 27
2025
Q3 		$253K Buy
+996
New +$247K 0.18% 36

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Templeton & Phillips Capital Management's VB Position: Q1 2026 in Review

Templeton & Phillips Capital Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 1,652 shares worth $433K. The position accounts for 0.35% of the portfolio, ranked #27.

Templeton & Phillips Capital Management first reported a position in VB in Q3 2025 and has held it in 3 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Templeton & Phillips Capital Management held 1,652 shares of Vanguard Morningstar Small-Cap ETF worth $433K as of Q1 2026.
  • Templeton & Phillips Capital Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.35% of Templeton & Phillips Capital Management's portfolio in Q1 2026, its #27 holding.
  • Templeton & Phillips Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q1 2026, filed 6 May 2026.