Tucker Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tucker Asset Management’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	$109K	Buy	361 +5	+1%	+$1.43K	0.03%	211
2026 Q1	$93.2K	Buy	356 +193	+118%	+$52.2K	0.03%	186
2025 Q4	$42.1K	Hold	163	–	–	0.01%	323
2025 Q3	$41.4K	Sell	163 -155	-49%	-$38.4K	0.01%	191
2025 Q2	$75.3K	Buy	318 +30	+10%	+$6.69K	0.02%	149
2025 Q1	$63.8K	Buy	288 +10	+4%	+$2.39K	0.02%	161
2024 Q4	$66.9K	Buy	278 +70	+34%	+$17.2K	0.01%	314
2024 Q3	$49.3K	Buy	208 +52	+33%	+$11.8K	0.01%	341
2024 Q2	$34K	Buy	156 +1	+0.6%	+$220	0.01%	474
2024 Q1	$35.4K	Hold	155	–	–	0.01%	525
2023 Q4	$33.1K	Buy	+155	New	+$29.9K	0.01%	421
2023 Q3	–	Sell	-21	Closed	-$4.18K	–	1556
2023 Q2	$4.18K	Sell	21 -22	-51%	-$4.16K	﹤0.01%	715
2023 Q1	$8.15K	Buy	43 +35	+438%	+$6.79K	﹤0.01%	597
2022 Q4	$1.47K	Sell	8 -10	-56%	-$1.85K	﹤0.01%	600
2022 Q3	$3.38K	Buy	+18	New	+$3.4K	﹤0.01%	493
2022 Q2	–	Sell	-21	Closed	-$4.46K	–	701
2022 Q1	$4.46K	Buy	+21	New	+$4.42K	﹤0.01%	338

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

Tucker Asset Management's VB Position: Q2 2026 in Review

Tucker Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.4% in Q2 2026, buying an estimated $1.43K and bringing the position to 361 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #211.

Tucker Asset Management first reported a position in VB in Q1 2022 and has held it in 16 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Tucker Asset Management held 361 shares of Vanguard Morningstar Small-Cap ETF worth $109K as of Q2 2026.
Tucker Asset Management bought 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Tucker Asset Management's portfolio in Q2 2026, its #211 holding.
Tucker Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 16 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.