Atwater Malick’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Atwater Malick’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	$789K	Sell	2,775 -17	-0.6%	-$5.06K	0.17%	63
2026 Q2	$846K	Buy	2,792 +17	+0.6%	+$4.87K	0.18%	60
2026 Q1	$727K	Hold	2,775	–	–	0.2%	49
2025 Q4	$716K	Hold	2,775	–	–	0.2%	46
2025 Q3	$706K	Hold	2,775	–	–	0.2%	47
2025 Q2	$658K	Hold	2,775	–	–	0.21%	50
2025 Q1	$615K	Hold	2,775	–	–	0.21%	49
2024 Q4	$667K	Hold	2,775	–	–	0.22%	46
2024 Q3	$658K	Hold	2,775	–	–	0.21%	48
2024 Q2	$605K	Hold	2,775	–	–	0.21%	47
2024 Q1	$634K	Hold	2,775	–	–	0.22%	49
2023 Q4	$592K	Buy	+2,775	New	+$535K	0.23%	43

Other funds holding VB

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Atwater Malick's VB Position: Q3 2026 in Review

Atwater Malick reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.61% in Q3 2026, selling an estimated $5.06K and leaving 2,775 shares worth $789K. The position accounts for 0.17% of the portfolio, ranked #63.

Atwater Malick first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $846K in Q2 2026. 2,040 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Atwater Malick held 2,775 shares of Vanguard Morningstar Small-Cap ETF worth $789K as of Q3 2026.
Atwater Malick sold 17 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $5.06K.
Vanguard Morningstar Small-Cap ETF made up 0.17% of Atwater Malick's portfolio in Q3 2026, its #63 holding.
Atwater Malick first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Atwater Malick's Vanguard Morningstar Small-Cap ETF position peaked at $846K in Q2 2026.
2,040 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.