4Thought Financial Group
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4Thought Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

4Thought Financial Group’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 		$63.6K Buy
224
+3
+1% +$893 0.03% 65
2026
Q2 		$67K Sell
221
-4,017
-95% -$1.15M 0.03% 63
2026
Q1 		$1.11M Buy
4,238
+1,084
+34% +$293K 0.55% 23
2025
Q4 		$814K Buy
3,154
+1,142
+57% +$293K 0.4% 25
2025
Q3 		$512K Buy
2,012
+242
+14% +$60K 0.26% 28
2025
Q2 		$419K Buy
1,770
+1,669
+1,652% +$372K 0.22% 36
2025
Q1 		$22.5K Buy
101
+2
+2% +$478 0.01% 62
2024
Q4 		$23.8K Buy
99
+2
+2% +$492 0.01% 60
2024
Q3 		$23.1K Sell
97
-1,590
-94% -$361K 0.01% 68
2024
Q2 		$368K Buy
1,687
+508
+43% +$112K 0.23% 37
2024
Q1 		$270K Buy
1,179
+192
+19% +$41.3K 0.18% 41
2023
Q4 		$211K Buy
987
+169
+21% +$32.6K 0.15% 44
2023
Q3 		$155K Buy
818
+12
+1% +$2.39K 0.12% 44
2023
Q2 		$160K Buy
806
+164
+26% +$31K 0.13% 43
2023
Q1 		$122K Sell
642
-7
-1% -$1.36K 0.1% 48
2022
Q4 		$119K Sell
649
-648
-50% -$120K 0.11% 47
2022
Q3 		$222K Sell
1,297
-50
-4% -$9.44K 0.22% 42
2022
Q2 		$237K Sell
1,347
-4,095
-75% -$791K 0.22% 43
2022
Q1 		$1.16M Buy
5,442
+5,329
+4,716% +$1.12M 1.03% 21
2021
Q4 		$26K Hold
113
– – 0.02% 71
2021
Q3 		$25K Sell
113
-4
-3% -$889 0.02% 67
2021
Q2 		$26K Sell
117
-307
-72% -$68K 0.02% 67
2021
Q1 		$91K Buy
+424
New +$89.3K 0.09% 52

Other funds holding VB

LPL Financial
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

4Thought Financial Group's VB Position: Q3 2026 in Review

4Thought Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.4% in Q3 2026, buying an estimated $893 and bringing the position to 224 shares worth $63.6K. The position accounts for 0.03% of the portfolio, ranked #65.

4Thought Financial Group first reported a position in VB in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.16M in Q1 2022. 1,677 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • 4Thought Financial Group held 224 shares of Vanguard Morningstar Small-Cap ETF worth $63.6K as of Q3 2026.
  • 4Thought Financial Group bought 3 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $893.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of 4Thought Financial Group's portfolio in Q3 2026, its #65 holding.
  • 4Thought Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • 4Thought Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.16M in Q1 2022.
  • 1,677 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on 4Thought Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.