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Toews Corporation’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Toews Corporation’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 		$25.2K Buy
+83
New +$23.8K ﹤0.01% 113
2021
Q4 		– Sell
-1,022
Closed -$224K – 113
2021
Q3 		$224K Sell
1,022
-619
-38% -$138K 0.03% 121
2021
Q2 		$370K Sell
1,641
-141
-8% -$31.2K 0.06% 14
2021
Q1 		$382K Sell
1,782
-367
-17% -$77.3K 0.03% 118
2020
Q4 		$418K Sell
2,149
-15
-0.7% -$2.65K 0.06% 18
2020
Q3 		$333K Buy
2,164
+29
+1% +$4.45K 0.1% 107
2020
Q2 		$311K Buy
2,135
+105
+5% +$14.1K 0.08% 14
2020
Q1 		$234K Sell
2,030
-102
-5% -$15.3K 0.21% 107
2019
Q4 		$353K Sell
2,132
-85
-4% -$13.5K 0.07% 13
2019
Q3 		$341K Sell
2,217
-9
-0.4% -$1.4K 0.08% 11
2019
Q2 		$349K Buy
2,226
+422
+23% +$65.2K 0.04% 11
2019
Q1 		$276K Buy
1,804
+66
+4% +$9.81K 0.03% 10
2018
Q4 		$229K Sell
1,738
-289
-14% -$42.1K 0.1% 107
2018
Q3 		$330K Sell
2,027
-37
-2% -$5.99K 0.13% 7
2018
Q2 		$321K Buy
2,064
+91
+5% +$13.9K 0.08% 101
2018
Q1 		$290K Buy
1,973
+347
+21% +$51.8K 0.09% 106
2017
Q4 		$240K Buy
1,626
+202
+14% +$29.2K 0.08% 11
2017
Q3 		$201K Buy
+1,424
New +$194K 0.05% 11

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

Toews Corporation's VB Position: Q2 2026 in Review

Toews Corporation opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 83 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #113 among its holdings. This is a return to the name: Toews Corporation previously reported a position in VB as recently as Q3 2021.

Toews Corporation first reported a position in VB in Q3 2017 and has held it in 18 quarters since. The position peaked at $418K in Q4 2020. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Toews Corporation held 83 shares of Vanguard Morningstar Small-Cap ETF worth $25.2K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Toews Corporation position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Toews Corporation's portfolio in Q2 2026, its #113 holding.
  • Toews Corporation first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2017 and has held it in 18 quarters since.
  • Toews Corporation's Vanguard Morningstar Small-Cap ETF position peaked at $418K in Q4 2020.
  • 2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Toews Corporation's 13F filing for Q2 2026, filed 10 Aug 2026.