AAF Wealth Management
VB icon

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

AAF 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 		$265K Buy
931
+38
+4% +$11.3K 0.1% 49
2026
Q2 		$271K Sell
893
-18
-2% -$5.16K 0.1% 48
2026
Q1 		$238K Sell
911
-23
-2% -$6.22K 0.1% 48
2025
Q4 		$241K Buy
+934
New +$239K 0.1% 45

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Nicholas Hoffman & Company
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Badgley Phelps Wealth Managers
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Cullen/Frost Bankers
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Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
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AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AAF Wealth Management's VB Position: Q3 2026 in Review

AAF Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.3% in Q3 2026, buying an estimated $11.3K and bringing the position to 931 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #49.

AAF Wealth Management first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $271K in Q2 2026. 1,226 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • AAF Wealth Management held 931 shares of Vanguard Morningstar Small-Cap ETF worth $265K as of Q3 2026.
  • AAF Wealth Management bought 38 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $11.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of AAF Wealth Management's portfolio in Q3 2026, its #49 holding.
  • AAF Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • AAF Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $271K in Q2 2026.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.