Advocate Group
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Advocate Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Advocate 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 		$1.99M Sell
6,999
-365
-5% -$109K 0.31% 78
2026
Q2 		$2.23M Sell
7,364
-738
-9% -$212K 0.34% 77
2026
Q1 		$2.12M Buy
8,102
+601
+8% +$163K 0.33% 73
2025
Q4 		$1.93M Buy
7,501
+93
+1% +$23.8K 0.31% 73
2025
Q3 		$1.88M Buy
7,408
+2,099
+40% +$521K 0.31% 71
2025
Q2 		$1.26M Buy
5,309
+217
+4% +$48.4K 0.22% 79
2025
Q1 		$1.13M Buy
5,092
+255
+5% +$60.9K 0.21% 77
2024
Q4 		$1.16M Buy
4,837
+285
+6% +$70.1K 0.22% 78
2024
Q3 		$1.08M Buy
4,552
+276
+6% +$62.7K 0.2% 78
2024
Q2 		$932K Buy
4,276
+213
+5% +$46.8K 0.19% 81
2024
Q1 		$929K Buy
4,063
+274
+7% +$58.9K 0.18% 81
2023
Q4 		$808K Buy
3,789
+130
+4% +$25K 0.17% 84
2023
Q3 		$692K Buy
3,659
+861
+31% +$172K 0.16% 87
2023
Q2 		$556K Sell
2,798
-32
-1% -$6.05K 0.12% 92
2023
Q1 		$536K Buy
2,830
+11
+0.4% +$2.13K 0.12% 91
2022
Q4 		$517K Buy
2,819
+279
+11% +$51.7K 0.11% 90
2022
Q3 		$434K Buy
2,540
+82
+3% +$15.5K 0.11% 86
2022
Q2 		$433K Buy
+2,458
New +$475K 0.1% 89

Other funds holding VB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Advocate Group's VB Position: Q3 2026 in Review

Advocate Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5% in Q3 2026, selling an estimated $109K and leaving 6,999 shares worth $1.99M. The position accounts for 0.31% of the portfolio, ranked #78.

Advocate Group first reported a position in VB in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.23M in Q2 2026. 1,284 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Advocate Group held 6,999 shares of Vanguard Morningstar Small-Cap ETF worth $1.99M as of Q3 2026.
  • Advocate Group sold 365 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $109K.
  • Vanguard Morningstar Small-Cap ETF made up 0.31% of Advocate Group's portfolio in Q3 2026, its #78 holding.
  • Advocate Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Vanguard Morningstar Small-Cap ETF position peaked at $2.23M in Q2 2026.
  • 1,284 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.