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

Baker Tilly 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 		$457K Buy
1,608
+90
+6% +$26.8K 0.09% 172
2026
Q2 		$460K Sell
1,518
-397
-21% -$114K 0.1% 175
2026
Q1 		$502K Buy
1,915
+130
+7% +$35.2K 0.12% 156
2025
Q4 		$461K Buy
1,785
+194
+12% +$49.7K 0.11% 168
2025
Q3 		$404K Sell
1,591
-25
-2% -$6.2K 0.09% 177
2025
Q2 		$383K Hold
1,616
– – 0.14% 158
2025
Q1 		$358K Buy
1,616
+5
+0.3% +$1.19K 0.14% 159
2024
Q4 		$387K Sell
1,611
-8
-0.5% -$1.97K 0.15% 150
2024
Q3 		$384K Sell
1,619
-536
-25% -$122K 0.17% 140
2024
Q2 		$470K Sell
2,155
-414
-16% -$90.9K 0.19% 128
2024
Q1 		$587K Sell
2,569
-566
-18% -$122K 0.11% 216
2023
Q4 		$669K Sell
3,135
-610
-16% -$118K 0.11% 209
2023
Q3 		$708K Buy
3,745
+55
+1% +$11K 0.12% 178
2023
Q2 		$734K Sell
3,690
-149
-4% -$28.2K 0.08% 261
2023
Q1 		$728K Buy
3,839
+2,523
+192% +$489K 0.08% 251
2022
Q4 		$242K Sell
1,316
-77
-6% -$14.3K 0.03% 478
2022
Q3 		$238K Buy
1,393
+77
+6% +$14.5K 0.03% 446
2022
Q2 		$232K Sell
1,316
-1,010
-43% -$195K 0.03% 451
2022
Q1 		$494K Buy
2,326
+874
+60% +$184K 0.05% 349
2021
Q4 		$328K Buy
1,452
+226
+18% +$51.4K 0.04% 420
2021
Q3 		$268K Buy
1,226
+95
+8% +$21.1K 0.04% 429
2021
Q2 		$255K Buy
+1,131
New +$251K 0.04% 430

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Baker Tilly Wealth Management's VB Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.9% in Q3 2026, buying an estimated $26.8K and bringing the position to 1,608 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #172.

Baker Tilly Wealth Management first reported a position in VB in Q2 2021 and has held it in 22 quarters since. The position peaked at $734K in Q2 2023. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Baker Tilly Wealth Management held 1,608 shares of Vanguard Morningstar Small-Cap ETF worth $457K as of Q3 2026.
  • Baker Tilly Wealth Management bought 90 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $26.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #172 holding.
  • Baker Tilly Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $734K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.