VL
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Vima LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vima LLC’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 		$13.3K Buy
+44
New +$12.6K 0.01% 248
2024
Q2 		– Sell
-44
Closed -$8.34K – 356
2024
Q1 		$8.34K Hold
44
– – 0.01% 252
2023
Q4 		$9.39K Buy
+44
New +$8.48K 0.02% 252

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Vima LLC's VB Position: Q2 2026 in Review

Vima LLC opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 44 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: Vima LLC previously reported a position in VB as recently as Q1 2024.

Vima LLC first reported a position in VB in Q4 2023 and has held it in 3 quarters since. 1,394 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Vima LLC held 44 shares of Vanguard Morningstar Small-Cap ETF worth $13.3K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Vima LLC position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Vima LLC's portfolio in Q2 2026, its #248 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.