WMA
VB icon

William Mack & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

William Mack & Associates’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 		$436K Buy
1,440
+241
+20% +$69.1K 0.15% 57
2026
Q1 		$314K Sell
1,199
-241
-17% -$65.2K 0.18% 56
2025
Q4 		$371K Buy
1,440
+174
+14% +$44.6K 0.17% 53
2025
Q3 		$322K Hold
1,266
– – 0.17% 58
2025
Q2 		$300K Buy
+1,266
New +$282K 0.19% 59

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

William Mack & Associates's VB Position: Q2 2026 in Review

William Mack & Associates increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q2 2026, buying an estimated $69.1K and bringing the position to 1,440 shares worth $436K. The position accounts for 0.15% of the portfolio, ranked #57.

William Mack & Associates first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • William Mack & Associates held 1,440 shares of Vanguard Morningstar Small-Cap ETF worth $436K as of Q2 2026.
  • William Mack & Associates bought 241 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $69.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.15% of William Mack & Associates's portfolio in Q2 2026, its #57 holding.
  • William Mack & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.