Benchmark Financial Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Benchmark Financial Wealth Advisors’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	$699K	Buy	2,457 +34	+1%	+$10.1K	0.17%	70
2026 Q2	$735K	Buy	2,423 +274	+13%	+$78.5K	0.18%	64
2026 Q1	$563K	Sell	2,149 -1	-0%	-$271	0.16%	73
2025 Q4	$555K	Buy	2,150 +62	+3%	+$15.9K	0.16%	66
2025 Q3	$531K	Buy	2,088 +55	+3%	+$13.6K	0.16%	65
2025 Q2	$482K	Sell	2,033 -149	-7%	-$33.2K	0.16%	65
2025 Q1	$484K	Buy	2,182 +727	+50%	+$174K	0.18%	60
2024 Q4	$350K	Buy	1,455 +543	+60%	+$134K	0.11%	71
2024 Q3	$216K	Buy	+912	New	+$207K	0.07%	92

Other funds holding VB

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Benchmark Financial Wealth Advisors's VB Position: Q3 2026 in Review

Benchmark Financial Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.4% in Q3 2026, buying an estimated $10.1K and bringing the position to 2,457 shares worth $699K. The position accounts for 0.17% of the portfolio, ranked #70.

Benchmark Financial Wealth Advisors first reported a position in VB in Q3 2024 and has held it in 9 quarters since. The position peaked at $735K in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Benchmark Financial Wealth Advisors held 2,457 shares of Vanguard Morningstar Small-Cap ETF worth $699K as of Q3 2026.
Benchmark Financial Wealth Advisors bought 34 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $10.1K.
Vanguard Morningstar Small-Cap ETF made up 0.17% of Benchmark Financial Wealth Advisors's portfolio in Q3 2026, its #70 holding.
Benchmark Financial Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 9 quarters since.
Benchmark Financial Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $735K in Q2 2026.
1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.