Tidal Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tidal Investments’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	$26M	Buy	85,747 +16,493	+24%	+$4.73M	0.05%	402
2026 Q1	$18.1M	Sell	69,254 -35,862	-34%	-$9.7M	0.04%	385
2025 Q4	$27.1M	Buy	105,116 +33,564	+47%	+$8.6M	0.06%	243
2025 Q3	$18.2M	Buy	71,552 +49,839	+230%	+$12.4M	0.04%	334
2025 Q2	$5.15M	Sell	21,713 -10,402	-32%	-$2.32M	0.03%	450
2025 Q1	$7.12M	Buy	32,115 +27,977	+676%	+$6.68M	0.06%	328
2024 Q4	$994K	Buy	+4,138	New	+$1.02M	0.01%	1004
2024 Q1	–	Sell	-11,017	Closed	-$2.35M	–	1751
2023 Q4	$2.35M	Buy	11,017 +186	+2%	+$35.8K	0.05%	315
2023 Q3	$2.05M	Buy	10,831 +813	+8%	+$162K	0.06%	306
2023 Q2	$1.99M	Buy	+10,018	New	+$1.89M	0.06%	322
2022 Q1	–	Sell	-33,288	Closed	-$7.52M	–	1149
2021 Q4	$7.52M	Buy	33,288 +1,431	+4%	+$325K	0.23%	71
2021 Q3	$6.97M	Buy	+31,857	New	+$7.08M	0.26%	55
2021 Q1	–	Sell	-22,615	Closed	-$4.4M	–	572
2020 Q4	$4.4M	Buy	+22,615	New	+$3.99M	0.3%	51

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

Tidal Investments's VB Position: Q2 2026 in Review

Tidal Investments increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 24% in Q2 2026, buying an estimated $4.73M and bringing the position to 85,747 shares worth $26M. The position accounts for 0.05% of the portfolio, ranked #402.

Tidal Investments first reported a position in VB in Q4 2020 and has held it in 13 quarters since. The position peaked at $27.1M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Tidal Investments held 85,747 shares of Vanguard Morningstar Small-Cap ETF worth $26M as of Q2 2026.
Tidal Investments bought 16,493 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.73M.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Tidal Investments's portfolio in Q2 2026, its #402 holding.
Tidal Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 13 quarters since.
Tidal Investments's Vanguard Morningstar Small-Cap ETF position peaked at $27.1M in Q4 2025.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.