21 West Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

21 West Wealth 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 Q3	$1.91M	Sell	6,727 -249	-4%	-$74.1K	1.66%	21
2026 Q2	$2.11M	Sell	6,976 -45	-0.6%	-$12.9K	1.81%	21
2026 Q1	$1.84M	Sell	7,021 -94	-1%	-$25.4K	1.71%	23
2025 Q4	$1.84M	Buy	7,115 +32	+0.5%	+$8.2K	1.68%	23
2025 Q3	$1.8M	Buy	7,083 +202	+3%	+$50.1K	1.71%	22
2025 Q2	$1.63M	Buy	+6,881	New	+$1.54M	1.65%	23

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

21 West Wealth Management's VB Position: Q3 2026 in Review

21 West Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.6% in Q3 2026, selling an estimated $74.1K and leaving 6,727 shares worth $1.91M. The position accounts for 1.66% of the portfolio, ranked #21.

21 West Wealth Management first reported a position in VB in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.11M in Q2 2026. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

21 West Wealth Management held 6,727 shares of Vanguard Morningstar Small-Cap ETF worth $1.91M as of Q3 2026.
21 West Wealth Management sold 249 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $74.1K.
Vanguard Morningstar Small-Cap ETF made up 1.66% of 21 West Wealth Management's portfolio in Q3 2026, its #21 holding.
21 West Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
21 West Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.11M in Q2 2026.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on 21 West Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.