AB
VB icon

Atlas Brown’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Atlas Brown’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 		$1.2M Buy
4,207
+867
+26% +$258K 0.32% 79
2026
Q2 		$1.01M Buy
3,340
+1,283
+62% +$368K 0.27% 94
2026
Q1 		$539K Buy
2,057
+907
+79% +$245K 0.16% 130
2025
Q4 		$297K Hold
1,150
– – 0.09% 184
2025
Q3 		$292K Buy
+1,150
New +$285K 0.09% 185

Other funds holding VB

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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Atlas Brown's VB Position: Q3 2026 in Review

Atlas Brown increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 26% in Q3 2026, buying an estimated $258K and bringing the position to 4,207 shares worth $1.2M. The position accounts for 0.32% of the portfolio, ranked #79.

Atlas Brown first reported a position in VB in Q3 2025 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Atlas Brown held 4,207 shares of Vanguard Morningstar Small-Cap ETF worth $1.2M as of Q3 2026.
  • Atlas Brown bought 867 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $258K.
  • Vanguard Morningstar Small-Cap ETF made up 0.32% of Atlas Brown's portfolio in Q3 2026, its #79 holding.
  • Atlas Brown first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.