Vestor Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vestor Capital’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	$65K	Buy	1,646 +808	+96%	+$232K	﹤0.01%	238
2026 Q1	$219K	Buy	838 +500	+148%	+$135K	0.02%	150
2025 Q4	$216K	Sell	338 -500	-60%	-$128K	0.01%	139
2025 Q3	$213K	Sell	838 -4,162	-83%	-$1.03M	0.01%	155
2025 Q2	$54K	Buy	5,000 +4,162	+497%	+$929K	﹤0.01%	244
2025 Q1	$186K	Sell	838 -1	-0.1%	-$239	0.02%	141
2024 Q4	$202K	Buy	839 +1	+0.1%	+$246	0.02%	156
2024 Q3	$199K	Buy	838 +230	+38%	+$52.3K	0.02%	128
2024 Q2	$133K	Hold	608	–	–	0.01%	157
2024 Q1	$139K	Buy	+608	New	+$131K	0.01%	162

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

Vestor Capital's VB Position: Q2 2026 in Review

Vestor Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 96% in Q2 2026, buying an estimated $232K and bringing the position to 1,646 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Vestor Capital first reported a position in VB in Q1 2024 and has held it in 10 quarters since. The position peaked at $219K in Q1 2026. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Vestor Capital held 1,646 shares of Vanguard Morningstar Small-Cap ETF worth $65K as of Q2 2026.
Vestor Capital bought 808 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $232K.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Vestor Capital's portfolio in Q2 2026, its #238 holding.
Vestor Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Vestor Capital's Vanguard Morningstar Small-Cap ETF position peaked at $219K in Q1 2026.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.