Westwood Holdings Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Westwood Holdings Group’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 Q1	$7.96M	Buy	30,385 +293	+1%	+$79.3K	0.06%	260
2025 Q4	$7.76M	Buy	30,092 +2,331	+8%	+$597K	0.06%	251
2025 Q3	$7.06M	Sell	27,761 -142	-0.5%	-$35.2K	0.05%	258
2025 Q2	$6.61M	Sell	27,903 -179	-0.6%	-$39.9K	0.05%	248
2025 Q1	$6.23M	Buy	+28,082	New	+$6.71M	0.05%	246
2023 Q4	–	Sell	-1,236	Closed	-$234K	–	481
2023 Q3	$234K	Sell	1,236 -17	-1%	-$3.39K	﹤0.01%	431
2023 Q2	$249K	Buy	+1,253	New	+$237K	﹤0.01%	454
2019 Q3	–	Sell	-1,520	Closed	-$238K	–	515
2019 Q2	$238K	Buy	+1,520	New	+$235K	﹤0.01%	438

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Westwood Holdings Group's VB Position: Q1 2026 in Review

Westwood Holdings Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.97% in Q1 2026, buying an estimated $79.3K and bringing the position to 30,385 shares worth $7.96M. The position accounts for 0.06% of the portfolio, ranked #260.

Westwood Holdings Group first reported a position in VB in Q2 2019 and has held it in 8 quarters since. 2,392 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Westwood Holdings Group held 30,385 shares of Vanguard Morningstar Small-Cap ETF worth $7.96M as of Q1 2026.
Westwood Holdings Group bought 293 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $79.3K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Westwood Holdings Group's portfolio in Q1 2026, its #260 holding.
Westwood Holdings Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 8 quarters since.
2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.