VHAM
VB icon

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

Van Hulzen 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 		$344K Sell
1,133
-207
-15% -$59.3K 0.02% 296
2026
Q1 		$351K Sell
1,340
-62
-4% -$16.8K 0.03% 279
2025
Q4 		$362K Buy
1,402
+398
+40% +$102K 0.03% 254
2025
Q3 		$255K Buy
1,004
+1
+0.1% +$248 0.02% 287
2025
Q2 		$238K Hold
1,003
– – 0.02% 287
2025
Q1 		$222K Hold
1,003
– – 0.02% 281
2024
Q4 		$241K Hold
1,003
– – 0.02% 290
2024
Q3 		$238K Hold
1,003
– – 0.02% 285
2024
Q2 		$219K Sell
1,003
-15
-1% -$3.29K 0.01% 286
2024
Q1 		$233K Sell
1,018
-66
-6% -$14.2K 0.02% 293
2023
Q4 		$231K Buy
+1,084
New +$209K 0.02% 289
2020
Q1 		– Sell
-1,448
Closed -$240K – 303
2019
Q4 		$240K Buy
1,448
+114
+9% +$18.2K 0.05% 241
2019
Q3 		$205K Sell
1,334
-39
-3% -$6.05K 0.04% 252
2019
Q2 		$215K Buy
1,373
+39
+3% +$6.03K 0.05% 242
2019
Q1 		$204K Buy
+1,334
New +$198K 0.05% 223
2018
Q2 		– Sell
-2,103
Closed -$309K – 222
2018
Q1 		$309K Sell
2,103
-667
-24% -$99.6K 0.09% 139
2017
Q4 		$409K Sell
2,770
-444
-14% -$64.2K 0.12% 129
2017
Q3 		$454K Buy
+3,214
New +$438K 0.15% 102

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

Van Hulzen Asset Management's VB Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 15% in Q2 2026, selling an estimated $59.3K and leaving 1,133 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #296.

Van Hulzen Asset Management first reported a position in VB in Q3 2017 and has held it in 18 quarters since. The position peaked at $454K in Q3 2017. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Van Hulzen Asset Management held 1,133 shares of Vanguard Morningstar Small-Cap ETF worth $344K as of Q2 2026.
  • Van Hulzen Asset Management sold 207 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $59.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #296 holding.
  • Van Hulzen Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2017 and has held it in 18 quarters since.
  • Van Hulzen Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $454K in Q3 2017.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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