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Value Investment Professionals’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Value Investment Professionals’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 		$446K Buy
+1,473
New +$422K 0.38% 63
2026
Q1 		– Sell
-1,473
Closed -$380K – 90
2025
Q4 		$380K Buy
+1,473
New +$377K 0.4% 56

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

Value Investment Professionals's VB Position: Q2 2026 in Review

Value Investment Professionals opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 1,473 shares worth $446K. The stake represents 0.38% of the portfolio and ranks #63 among its holdings. This is a return to the name: Value Investment Professionals previously reported a position in VB as recently as Q4 2025.

Value Investment Professionals first reported a position in VB in Q4 2025 and has held it in 2 quarters since. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Value Investment Professionals held 1,473 shares of Vanguard Morningstar Small-Cap ETF worth $446K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Value Investment Professionals position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.38% of Value Investment Professionals's portfolio in Q2 2026, its #63 holding.
  • Value Investment Professionals first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Value Investment Professionals's 13F filing for Q2 2026, filed 7 Jul 2026.