Westside Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.27M | Buy |
10,802
+42
| +0.4% | +$12K | 0.43% | 60 |
|
|
2026
Q1 | $2.82M | Buy |
10,760
+210
| +2% | +$56.8K | 0.43% | 59 |
|
|
2025
Q4 | $2.73M | Buy |
10,550
+1,485
| +16% | +$380K | 0.44% | 60 |
|
|
2025
Q3 | $2.31M | Sell |
9,065
-137
| -1% | -$34K | 0.37% | 66 |
|
|
2025
Q2 | $2.19M | Sell |
9,202
-637
| -6% | -$142K | 0.41% | 65 |
|
|
2025
Q1 | $2.18M | Buy |
9,839
+202
| +2% | +$48.2K | 0.47% | 57 |
|
|
2024
Q4 | $2.32M | Buy |
9,637
+10
| +0.1% | +$2.46K | 0.49% | 55 |
|
|
2024
Q3 | $2.26M | Buy |
9,627
+44
| +0.5% | +$10K | 0.48% | 55 |
|
|
2024
Q2 | $2.09M | Sell |
9,583
-100
| -1% | -$22K | 0.48% | 51 |
|
|
2024
Q1 | $2.21M | Sell |
9,683
-31
| -0.3% | -$6.67K | 0.53% | 46 |
|
|
2023
Q4 | $2.07M | Sell |
9,714
-42
| -0.4% | -$8.09K | 0.53% | 50 |
|
|
2023
Q3 | $1.84M | Buy |
9,756
+50
| +0.5% | +$9.96K | 0.53% | 50 |
|
|
2023
Q2 | $1.93M | Buy |
9,706
+120
| +1% | +$22.7K | 0.55% | 47 |
|
|
2023
Q1 | $1.81M | Sell |
9,586
-1,611
| -14% | -$312K | 0.53% | 50 |
|
|
2022
Q4 | $367K | Buy |
11,197
+1,378
| +14% | +$255K | 0.9% | 24 |
|
|
2022
Q3 | $323K | Buy |
9,819
+81
| +0.8% | +$15.3K | 0.77% | 31 |
|
|
2022
Q2 | $390K | Buy |
9,738
+55
| +0.6% | +$10.6K | 0.88% | 27 |
|
|
2022
Q1 | $404K | Sell |
9,683
-26
| -0.3% | -$5.47K | 0.89% | 27 |
|
|
2021
Q4 | $419K | Buy |
9,709
+87
| +0.9% | +$19.8K | 0.95% | 27 |
|
|
2021
Q3 | $416K | Buy |
9,622
+531
| +6% | +$118K | 0.96% | 27 |
|
|
2021
Q2 | $417K | Sell |
9,091
-320
| -3% | -$70.9K | 0.97% | 26 |
|
|
2021
Q1 | $397K | Sell |
9,411
-272
| -3% | -$57.3K | 1.05% | 23 |
|
|
2020
Q4 | $361K | Buy |
9,683
+295
| +3% | +$52K | 0.99% | 21 |
|
|
2020
Q3 | $240K | Sell |
9,388
-91
| -1% | -$14K | 0.11% | 30 |
|
|
2020
Q2 | $220K | Sell |
9,479
-176
| -2% | -$23.6K | 0.13% | 25 |
|
|
2020
Q1 | $174K | Buy |
+9,655
| New | +$1.45M | 0.12% | 24 |
|
|
2019
Q2 | $1.63K | Buy |
+10,421
| New | +$1.61M | ﹤0.01% | 101 |
|
|
2018
Q4 | $1.64M | Buy |
12,422
+1,081
| +10% | +$157K | 0.6% | 27 |
|
|
2018
Q3 | $1.83M | Buy |
11,341
+332
| +3% | +$53.7K | 0.58% | 21 |
|
|
2018
Q2 | $1.72M | Sell |
11,009
-160
| -1% | -$24.5K | 0.61% | 24 |
|
|
2018
Q1 | $1.6M | Buy |
11,169
+1,798
| +19% | +$268K | 0.88% | 21 |
|
|
2017
Q4 | $1.41M | Buy |
9,371
+2,081
| +29% | +$301K | 0.76% | 26 |
|
|
2017
Q3 | $1.04M | Buy |
7,290
+20
| +0.3% | +$2.73K | 0.63% | 39 |
|
|
2017
Q2 | $981K | Buy |
7,270
+1,005
| +16% | +$135K | 0.64% | 36 |
|
|
2017
Q1 | $820K | Buy |
6,265
+1,020
| +19% | +$135K | 0.39% | 44 |
|
|
2016
Q4 | $688K | Buy |
+5,245
| New | +$651K | 0.47% | 25 |
|
Other funds holding VB
Westside Investment Management's VB Position: Q2 2026 in Review
Westside Investment Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.39% in Q2 2026, buying an estimated $12K and bringing the position to 10,802 shares worth $3.27M. The position accounts for 0.43% of the portfolio, ranked #60.
Westside Investment Management first reported a position in VB in Q4 2016 and has held it in 36 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Westside Investment Management held 10,802 shares of Vanguard Morningstar Small-Cap ETF worth $3.27M as of Q2 2026.
- Westside Investment Management bought 42 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $12K.
- Vanguard Morningstar Small-Cap ETF made up 0.43% of Westside Investment Management's portfolio in Q2 2026, its #60 holding.
- Westside Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 36 quarters since.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.