VIA
VB icon

Vantagepoint Investment Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vantagepoint Investment Advisers’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 		$63.7M Hold
210,237
– – 0.48% 53
2026
Q1 		$55.1M Sell
210,237
-3,661
-2% -$991K 0.47% 52
2025
Q4 		$55.2M Sell
213,898
-11,692
-5% -$3M 0.44% 52
2025
Q3 		$57.4M Buy
+225,590
New +$55.9M 0.47% 52

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Vantagepoint Investment Advisers's VB Position: Q2 2026 in Review

Vantagepoint Investment Advisers held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 210,237 shares worth $63.7M. The position accounts for 0.48% of the portfolio, ranked #53.

Vantagepoint Investment Advisers first reported a position in VB in Q3 2025 and has held it in 4 quarters since. 1,566 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Vantagepoint Investment Advisers held 210,237 shares of Vanguard Morningstar Small-Cap ETF worth $63.7M as of Q2 2026.
  • Vantagepoint Investment Advisers left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.48% of Vantagepoint Investment Advisers's portfolio in Q2 2026, its #53 holding.
  • Vantagepoint Investment Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,566 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.