Wulff, Hansen & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wulff, Hansen & Co’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	$400K	Buy	1,320 +95	+8%	+$27.2K	0.31%	77
2026 Q1	$321K	Hold	1,225	–	–	0.33%	82
2025 Q4	$316K	Sell	1,225 -10	-0.8%	-$2.56K	0.27%	87
2025 Q3	$314K	Sell	1,235 -505	-29%	-$125K	0.27%	85
2025 Q2	$412K	Buy	1,740 +50	+3%	+$11.2K	0.35%	72
2025 Q1	$375K	Hold	1,690	–	–	0.34%	71
2024 Q4	$406K	Buy	1,690 +50	+3%	+$12.3K	0.38%	63
2024 Q3	$389K	Hold	1,640	–	–	0.35%	66
2024 Q2	$358K	Buy	+1,640	New	+$360K	0.35%	65

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

Wulff, Hansen & Co's VB Position: Q2 2026 in Review

Wulff, Hansen & Co increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.8% in Q2 2026, buying an estimated $27.2K and bringing the position to 1,320 shares worth $400K. The position accounts for 0.31% of the portfolio, ranked #77.

Wulff, Hansen & Co first reported a position in VB in Q2 2024 and has held it in 9 quarters since. The position peaked at $412K in Q2 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Wulff, Hansen & Co held 1,320 shares of Vanguard Morningstar Small-Cap ETF worth $400K as of Q2 2026.
Wulff, Hansen & Co bought 95 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $27.2K.
Vanguard Morningstar Small-Cap ETF made up 0.31% of Wulff, Hansen & Co's portfolio in Q2 2026, its #77 holding.
Wulff, Hansen & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Wulff, Hansen & Co's Vanguard Morningstar Small-Cap ETF position peaked at $412K in Q2 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wulff, Hansen & Co's 13F filing for Q2 2026, filed 5 Aug 2026.