Tennessee Valley Asset Management Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tennessee Valley Asset Management Partners’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	$370K	Buy	+1,219	New	+$349K	0.04%	153
2024 Q1	–	Sell	-128	Closed	-$27.4K	–	735
2023 Q4	$27.4K	Buy	+128	New	+$24.7K	﹤0.01%	302
2023 Q1	–	Sell	-1,555	Closed	-$285K	–	115
2022 Q4	$285K	Sell	1,555 -46	-3%	-$8.53K	0.1%	90
2022 Q3	$274K	Sell	1,601 -4	-0.2%	-$755	0.11%	82
2022 Q2	$283K	Buy	1,605 +472	+42%	+$91.1K	0.11%	71
2022 Q1	$241K	Buy	1,133 +71	+7%	+$14.9K	0.08%	74
2021 Q4	$240K	Buy	1,062 +65	+7%	+$14.8K	0.08%	79
2021 Q3	$218K	Buy	+997	New	+$222K	0.08%	83
2021 Q2	–	Sell	-953	Closed	-$204K	–	102
2021 Q1	$204K	Buy	+953	New	+$201K	0.05%	116

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

Tennessee Valley Asset Management Partners's VB Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 1,219 shares worth $370K. The stake represents 0.04% of the portfolio and ranks #153 among its holdings. This is a return to the name: Tennessee Valley Asset Management Partners previously reported a position in VB as recently as Q4 2023.

Tennessee Valley Asset Management Partners first reported a position in VB in Q1 2021 and has held it in 9 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Tennessee Valley Asset Management Partners held 1,219 shares of Vanguard Morningstar Small-Cap ETF worth $370K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Tennessee Valley Asset Management Partners position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #153 holding.
Tennessee Valley Asset Management Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 9 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.