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

Bestgate 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	$210K	Buy	+737	New	+$219K	0.13%	75

Other funds holding VB

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Bestgate Wealth Advisors's VB Position: Q3 2026 in Review

Bestgate Wealth Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 737 shares worth $210K. The stake represents 0.13% of the portfolio and ranks #75 among its holdings.

480 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Bestgate Wealth Advisors held 737 shares of Vanguard Morningstar Small-Cap ETF worth $210K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Bestgate Wealth Advisors position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.13% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #75 holding.
480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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