Benchmark Financial
VB icon

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

Benchmark Financial’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 		$440K Buy
1,545
+190
+14% +$56.6K 0.34% 40
2026
Q2 		$411K Buy
1,355
+275
+25% +$78.8K 0.33% 37
2026
Q1 		$283K Buy
+1,080
New +$292K 0.25% 43

Other funds holding VB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Benchmark Financial's VB Position: Q3 2026 in Review

Benchmark Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q3 2026, buying an estimated $56.6K and bringing the position to 1,545 shares worth $440K. The position accounts for 0.34% of the portfolio, ranked #40.

Benchmark Financial first reported a position in VB in Q1 2026 and has held it in 3 quarters since. 1,644 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Benchmark Financial held 1,545 shares of Vanguard Morningstar Small-Cap ETF worth $440K as of Q3 2026.
  • Benchmark Financial bought 190 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $56.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.34% of Benchmark Financial's portfolio in Q3 2026, its #40 holding.
  • Benchmark Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.