Thoroughbred Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Thoroughbred Financial Services’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	$5.09M	Buy	16,802 +122	+0.7%	+$35K	0.24%	90
2026 Q1	$4.37M	Buy	16,680 +185	+1%	+$50.1K	0.26%	82
2025 Q4	$4.25M	Sell	16,495 -839	-5%	-$215K	0.25%	80
2025 Q3	$4.41M	Sell	17,334 -447	-3%	-$111K	0.27%	77
2025 Q2	$4.21M	Sell	17,781 -1,926	-10%	-$430K	0.29%	67
2025 Q1	$4.37M	Sell	19,707 -42	-0.2%	-$10K	0.27%	76
2024 Q4	$4.75M	Buy	19,749 +240	+1%	+$59.1K	0.29%	64
2024 Q3	$4.63M	Buy	19,509 +532	+3%	+$121K	0.3%	66
2024 Q2	$4.14M	Buy	18,977 +2,222	+13%	+$488K	0.28%	72
2024 Q1	$3.83M	Sell	16,755 -1,834	-10%	-$395K	0.37%	65
2023 Q4	$3.96M	Sell	18,589 -1,672	-8%	-$322K	0.32%	67
2023 Q3	$3.83M	Buy	20,261 +3,823	+23%	+$762K	0.38%	58
2023 Q2	$3.27M	Buy	16,438 +204	+1%	+$38.5K	0.43%	54
2023 Q1	$3.08M	Buy	16,234 +346	+2%	+$67.1K	0.45%	58
2022 Q4	$2.92M	Buy	15,888 +1,250	+9%	+$232K	0.48%	52
2022 Q3	$2.5M	Buy	14,638 +178	+1%	+$33.6K	0.48%	51
2022 Q2	$2.55M	Buy	14,460 +1,398	+11%	+$270K	0.47%	49
2022 Q1	$2.78M	Buy	13,062 +3,308	+34%	+$696K	0.45%	49
2021 Q4	$2.2M	Buy	9,754 +732	+8%	+$166K	0.46%	46
2021 Q3	$1.97M	Buy	9,022 +577	+7%	+$128K	0.48%	47
2021 Q2	$1.9M	Buy	8,445 +109	+1%	+$24.2K	0.48%	49
2021 Q1	$1.78M	Buy	8,336 +296	+4%	+$62.4K	0.5%	49
2020 Q4	$1.56M	Buy	8,040 +1,000	+14%	+$176K	0.49%	49
2020 Q3	$1.08M	Buy	7,040 +1,105	+19%	+$170K	0.41%	60
2020 Q2	$865K	Sell	5,935 -504	-8%	-$67.7K	0.36%	76
2020 Q1	$743K	Buy	6,439 +2,354	+58%	+$354K	0.26%	107
2019 Q4	$677K	Buy	4,085 +510	+14%	+$81.2K	0.23%	118
2019 Q3	$550K	Buy	+3,575	New	+$554K	0.21%	126
2019 Q2	–	Sell	-2,169	Closed	-$331K	–	241
2019 Q1	$331K	Buy	+2,169	New	+$322K	0.14%	163

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

Thoroughbred Financial Services's VB Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.73% in Q2 2026, buying an estimated $35K and bringing the position to 16,802 shares worth $5.09M. The position accounts for 0.24% of the portfolio, ranked #90.

Thoroughbred Financial Services first reported a position in VB in Q1 2019 and has held it in 29 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Thoroughbred Financial Services held 16,802 shares of Vanguard Morningstar Small-Cap ETF worth $5.09M as of Q2 2026.
Thoroughbred Financial Services bought 122 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $35K.
Vanguard Morningstar Small-Cap ETF made up 0.24% of Thoroughbred Financial Services's portfolio in Q2 2026, its #90 holding.
Thoroughbred Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 29 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.