Altiora Financial Group
VB icon

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

Altiora 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 		$456K Hold
1,603
– – 0.07% 75
2026
Q2 		$486K Hold
1,603
– – 0.08% 76
2026
Q1 		$420K Hold
1,603
– – 0.07% 80
2025
Q4 		$414K Hold
1,603
– – 0.07% 72
2025
Q3 		$408K Sell
1,603
-28
-2% -$6.94K 0.07% 69
2025
Q2 		$387K Hold
1,631
– – 0.08% 74
2025
Q1 		$362K Hold
1,631
– – 0.08% 75
2024
Q4 		$392K Hold
1,631
– – 0.09% 74
2024
Q3 		$387K Hold
1,631
– – 0.09% 74
2024
Q2 		$356K Hold
1,631
– – 0.09% 72
2024
Q1 		$373K Hold
1,631
– – 0.1% 65
2023
Q4 		$348K Buy
+1,631
New +$314K 0.1% 65

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Altiora Financial Group's VB Position: Q3 2026 in Review

Altiora Financial Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1,603 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #75.

Altiora Financial Group first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $486K in Q2 2026. 1,850 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Altiora Financial Group held 1,603 shares of Vanguard Morningstar Small-Cap ETF worth $456K as of Q3 2026.
  • Altiora Financial Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of Altiora Financial Group's portfolio in Q3 2026, its #75 holding.
  • Altiora Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Altiora Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $486K in Q2 2026.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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