Tillman Hartley LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tillman Hartley LLC’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	$2.09M	Sell	6,906 -63	-0.9%	-$18.1K	0.47%	36
2026 Q1	$1.83M	Sell	6,969 -144	-2%	-$39K	0.46%	38
2025 Q4	$1.83M	Hold	7,113	–	–	0.46%	39
2025 Q3	$1.81M	Buy	7,113 +125	+2%	+$31K	0.47%	38
2025 Q2	$1.66M	Buy	6,988 +19	+0.3%	+$4.24K	0.47%	37
2025 Q1	$1.55M	Sell	6,969 -254	-4%	-$60.7K	0.45%	35
2024 Q4	$1.74M	Buy	7,223 +4,229	+141%	+$1.04M	0.5%	30
2024 Q3	$710K	Hold	2,994	–	–	0.21%	43
2024 Q2	$653K	Sell	2,994 -124	-4%	-$27.2K	0.22%	43
2024 Q1	$713K	Hold	3,118	–	–	0.25%	42
2023 Q4	$665K	Sell	3,118 -3	-0.1%	-$578	0.25%	41
2023 Q3	$590K	Hold	3,121	–	–	0.24%	41
2023 Q2	$621K	Hold	3,121	–	–	0.25%	39
2023 Q1	$592K	Sell	3,121 -34	-1%	-$6.59K	0.25%	38
2022 Q4	$579K	Buy	+3,155	New	+$585K	0.25%	40

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

Tillman Hartley LLC's VB Position: Q2 2026 in Review

Tillman Hartley LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.9% in Q2 2026, selling an estimated $18.1K and leaving 6,906 shares worth $2.09M. The position accounts for 0.47% of the portfolio, ranked #36.

Tillman Hartley LLC first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Tillman Hartley LLC held 6,906 shares of Vanguard Morningstar Small-Cap ETF worth $2.09M as of Q2 2026.
Tillman Hartley LLC sold 63 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $18.1K.
Vanguard Morningstar Small-Cap ETF made up 0.47% of Tillman Hartley LLC's portfolio in Q2 2026, its #36 holding.
Tillman Hartley LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tillman Hartley LLC's 13F filing for Q2 2026, filed 6 Aug 2026.