Vanguard Personalized Indexing Management
VB icon

Vanguard Personalized Indexing Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vanguard Personalized Indexing 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 		$638K Buy
2,104
+70
+3% +$20.1K 0.01% 1260
2026
Q1 		$533K Sell
2,034
-59
-3% -$16K 0.01% 1274
2025
Q4 		$540K Sell
2,093
-367
-15% -$94K 0.01% 1212
2025
Q3 		$626K Sell
2,460
-294
-11% -$72.9K 0.01% 1141
2025
Q2 		$653K Buy
2,754
+275
+11% +$61.4K 0.01% 1073
2025
Q1 		$550K Buy
2,479
+390
+19% +$93.1K 0.01% 1067
2024
Q4 		$502K Sell
2,089
-95
-4% -$23.4K 0.01% 1114
2024
Q3 		$518K Buy
2,184
+447
+26% +$102K 0.01% 1080
2024
Q2 		$379K Buy
1,737
+11
+0.6% +$2.42K 0.01% 1155
2024
Q1 		$395K Sell
1,726
-8
-0.5% -$1.72K 0.01% 1135
2023
Q4 		$370K Buy
1,734
+546
+46% +$105K 0.01% 1145
2023
Q3 		$225K Hold
1,188
– – 0.01% 1252
2023
Q2 		$236K Sell
1,188
-119
-9% -$22.5K 0.01% 1254
2023
Q1 		$248K Sell
1,307
-486
-27% -$94.3K 0.01% 1213
2022
Q4 		$329K Sell
1,793
-147
-8% -$27.2K 0.01% 947
2022
Q3 		$331K Buy
+1,940
New +$366K 0.02% 930
2022
Q2 		– Sell
-2,593
Closed -$551K – 1331
2022
Q1 		$551K Sell
2,593
-975
-27% -$205K 0.03% 790
2021
Q4 		$806K Sell
3,568
-267
-7% -$60.7K 0.05% 501
2021
Q3 		$839K Buy
+3,835
New +$853K 0.08% 282

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

Vanguard Personalized Indexing Management's VB Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.4% in Q2 2026, buying an estimated $20.1K and bringing the position to 2,104 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #1260.

Vanguard Personalized Indexing Management first reported a position in VB in Q3 2021 and has held it in 19 quarters since. The position peaked at $839K in Q3 2021. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Vanguard Personalized Indexing Management held 2,104 shares of Vanguard Morningstar Small-Cap ETF worth $638K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 70 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $20.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1260 holding.
  • Vanguard Personalized Indexing Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Vanguard Personalized Indexing Management's Vanguard Morningstar Small-Cap ETF position peaked at $839K in Q3 2021.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.