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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
Q1 		$5.97M Buy
22,800
+700
+3% +$189K 0.01% 748
2025
Q4 		$5.7M Buy
+22,100
New +$5.66M 0.01% 600

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

Tidal Investments's VB Position: Q1 2026 in Review

Tidal Investments reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 34% in Q1 2026, selling an estimated $9.7M and leaving 69,254 shares worth $18.1M. The position accounts for 0.04% of the portfolio, ranked #385.

Tidal Investments first reported a position in VB in Q4 2020 and has held it in 12 quarters since. The position peaked at $27.1M in Q4 2025. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Tidal Investments held 69,254 shares of Vanguard Morningstar Small-Cap ETF worth $18.1M as of Q1 2026.
  • Tidal Investments sold 35,862 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $9.7M.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Tidal Investments's portfolio in Q1 2026, its #385 holding.
  • Tidal Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 12 quarters since.
  • Tidal Investments's Vanguard Morningstar Small-Cap ETF position peaked at $27.1M in Q4 2025.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.