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

Zacks 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	$1.04M	Sell	3,419 -283	-8%	-$81.1K	0.01%	423
2026 Q1	$970K	Buy	3,702 +230	+7%	+$62.2K	0.01%	413
2025 Q4	$896K	Sell	3,472 -500	-13%	-$128K	0.01%	428
2025 Q3	$1.01M	Buy	+3,972	New	+$985K	0.01%	413
2025 Q1	–	Sell	-859	Closed	-$206K	–	764
2024 Q4	$206K	Buy	+859	New	+$211K	﹤0.01%	626
2023 Q4	–	Sell	-1,478	Closed	-$279K	–	684
2023 Q3	$279K	Sell	1,478 -143	-9%	-$28.5K	﹤0.01%	519
2023 Q2	$322K	Buy	1,621 +516	+47%	+$97.5K	﹤0.01%	516
2023 Q1	$209K	Sell	1,105 -156	-12%	-$30.3K	﹤0.01%	579
2022 Q4	$231K	Sell	1,261 -323	-20%	-$59.9K	﹤0.01%	540
2022 Q3	$271K	Buy	1,584 +1	+0.1%	+$189	﹤0.01%	498
2022 Q2	$279K	Buy	1,583 +158	+11%	+$30.5K	﹤0.01%	500
2022 Q1	$303K	Buy	+1,425	New	+$300K	﹤0.01%	518
2021 Q4	–	Sell	-1,233	Closed	-$270K	–	681
2021 Q3	$270K	Buy	+1,233	New	+$274K	﹤0.01%	539

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

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

Zacks Investment Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.6% in Q2 2026, selling an estimated $81.1K and leaving 3,419 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #423.

Zacks Investment Management first reported a position in VB in Q3 2021 and has held it in 13 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Zacks Investment Management held 3,419 shares of Vanguard Morningstar Small-Cap ETF worth $1.04M as of Q2 2026.
Zacks Investment Management sold 283 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $81.1K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #423 holding.
Zacks Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 13 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.