Van Den Berg Management I’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Van Den Berg Management I’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	$1.52K	Hold	5	–	–	﹤0.01%	118
2026 Q1	$1.31K	Hold	5	–	–	﹤0.01%	132
2025 Q4	$1.29K	Hold	5	–	–	﹤0.01%	124
2025 Q3	$1.27K	Sell	5 -2	-29%	-$496	﹤0.01%	105
2025 Q2	$1.66K	Sell	7 -6	-46%	-$1.34K	﹤0.01%	106
2025 Q1	$2.78K	Hold	13	–	–	﹤0.01%	98
2024 Q4	$3.23K	Hold	13	–	–	﹤0.01%	105
2024 Q3	$3.19K	Hold	13	–	–	﹤0.01%	104
2024 Q2	$2.93K	Hold	13	–	–	﹤0.01%	105
2024 Q1	$3.07K	Hold	13	–	–	﹤0.01%	107
2023 Q4	$2.87K	Sell	13 -407	-97%	-$78.4K	﹤0.01%	101
2023 Q3	$79.5K	Sell	420 -30	-7%	-$5.98K	0.03%	83
2023 Q2	$89.6K	Sell	450 -60	-12%	-$11.3K	0.03%	84
2023 Q1	$96.8K	Sell	510 -7	-1%	-$1.36K	0.04%	84
2022 Q4	$94.9K	Buy	+517	New	+$95.8K	0.04%	83

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

Van Den Berg Management I's VB Position: Q2 2026 in Review

Van Den Berg Management I held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 5 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #118.

Van Den Berg Management I first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $96.8K in Q1 2023. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Van Den Berg Management I held 5 shares of Vanguard Morningstar Small-Cap ETF worth $1.52K as of Q2 2026.
Van Den Berg Management I left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Van Den Berg Management I's portfolio in Q2 2026, its #118 holding.
Van Den Berg Management I first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Van Den Berg Management I's Vanguard Morningstar Small-Cap ETF position peaked at $96.8K in Q1 2023.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.