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YANKCOM Partnership’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

YANKCOM Partnership’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 		$33.9K Sell
112
-40
-26% -$11.5K 0.01% 208
2026
Q1 		$39.8K Hold
152
– – 0.02% 197
2025
Q4 		$39.2K Hold
152
– – 0.02% 199
2025
Q3 		$38.6K Buy
152
+112
+280% +$27.8K 0.02% 190
2025
Q2 		$9.48K Hold
40
– – ﹤0.01% 239
2025
Q1 		$8.87K Hold
40
– – ﹤0.01% 239
2024
Q4 		$9.61K Buy
+40
New +$9.84K 0.01% 222

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

YANKCOM Partnership's VB Position: Q2 2026 in Review

YANKCOM Partnership reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 26% in Q2 2026, selling an estimated $11.5K and leaving 112 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #208.

YANKCOM Partnership first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.8K in Q1 2026. 1,738 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • YANKCOM Partnership held 112 shares of Vanguard Morningstar Small-Cap ETF worth $33.9K as of Q2 2026.
  • YANKCOM Partnership sold 40 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $11.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of YANKCOM Partnership's portfolio in Q2 2026, its #208 holding.
  • YANKCOM Partnership first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • YANKCOM Partnership's Vanguard Morningstar Small-Cap ETF position peaked at $39.8K in Q1 2026.
  • 1,738 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.