Yoffe Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Yoffe Investment Management’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	$4.35M	Hold	14,338	–	–	4.98%	1
2026 Q1	$3.76M	Hold	14,338	–	–	4.81%	1
2025 Q4	$3.7M	Buy	14,338 +1	+0%	+$256	4.72%	1
2025 Q3	$3.65M	Sell	14,337 -122	-0.8%	-$30.3K	4.74%	1
2025 Q2	$3.43M	Hold	14,459	–	–	4.69%	2
2025 Q1	$3.21M	Buy	14,459 +1	+0%	+$239	4.71%	1
2024 Q4	$3.47M	Buy	+14,458	New	+$3.56M	5.16%	1

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

Yoffe Investment Management's VB Position: Q2 2026 in Review

Yoffe Investment Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 14,338 shares worth $4.35M. The position accounts for 4.98% of the portfolio, ranked #1.

Yoffe Investment Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Yoffe Investment Management held 14,338 shares of Vanguard Morningstar Small-Cap ETF worth $4.35M as of Q2 2026.
Yoffe Investment Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 4.98% of Yoffe Investment Management's portfolio in Q2 2026, its #1 holding.
Yoffe Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.