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3 Factor Indexing’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

3 Factor Indexing’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 		$287K Hold
946
– – 0.24% 42
2026
Q1 		$248K Buy
+946
New +$256K 0.23% 42

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

3 Factor Indexing's VB Position: Q2 2026 in Review

3 Factor Indexing held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 946 shares worth $287K. The position accounts for 0.24% of the portfolio, ranked #42.

3 Factor Indexing first reported a position in VB in Q1 2026 and has held it in 2 quarters since. 2,397 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • 3 Factor Indexing held 946 shares of Vanguard Morningstar Small-Cap ETF worth $287K as of Q2 2026.
  • 3 Factor Indexing left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.24% of 3 Factor Indexing's portfolio in Q2 2026, its #42 holding.
  • 3 Factor Indexing first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.