TIM
VB icon

Thompson Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Thompson Investment 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 		$13K Sell
43
-28
-39% -$8.02K ﹤0.01% 410
2026
Q1 		$18.6K Buy
71
+1
+1% +$271 ﹤0.01% 375
2025
Q4 		$18.1K Buy
70
+27
+63% +$6.92K ﹤0.01% 377
2025
Q3 		$10.9K Hold
43
– – ﹤0.01% 406
2025
Q2 		$10.2K Buy
43
+13
+43% +$2.9K ﹤0.01% 403
2025
Q1 		$6.65K Hold
30
– – ﹤0.01% 406
2024
Q4 		$7.21K Hold
30
– – ﹤0.01% 410
2024
Q3 		$7.12K Buy
+30
New +$6.82K ﹤0.01% 402

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thompson Investment Management's VB Position: Q2 2026 in Review

Thompson Investment Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 39% in Q2 2026, selling an estimated $8.02K and leaving 43 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Thompson Investment Management first reported a position in VB in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.6K in Q1 2026. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Thompson Investment Management held 43 shares of Vanguard Morningstar Small-Cap ETF worth $13K as of Q2 2026.
  • Thompson Investment Management sold 28 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.02K.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Thompson Investment Management's portfolio in Q2 2026, its #410 holding.
  • Thompson Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • Thompson Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $18.6K in Q1 2026.
  • 2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.