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

Bonfire 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	$312K	Buy	+1,095	New	+$326K	0.19%	51

Other funds holding VB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Bonfire Financial's VB Position: Q3 2026 in Review

Bonfire Financial opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 1,095 shares worth $312K. The stake represents 0.19% of the portfolio and ranks #51 among its holdings.

2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Bonfire Financial held 1,095 shares of Vanguard Morningstar Small-Cap ETF worth $312K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Bonfire Financial position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.19% of Bonfire Financial's portfolio in Q3 2026, its #51 holding.
2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Bonfire Financial's 13F filing for Q3 2026, filed 6 Nov 2026.