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Box Hill Private Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Box Hill Private Wealth’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 		$5.87M Buy
20,623
+1,648
+9% +$491K 4.27% 4
2026
Q2 		$5.75M Sell
18,975
-119
-0.6% -$34.1K 4.61% 4
2026
Q1 		$5M Sell
19,094
-209
-1% -$56.6K 4.94% 4
2025
Q4 		$4.98M Buy
+19,303
New +$4.95M 5.04% 4

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Box Hill Private Wealth's VB Position: Q3 2026 in Review

Box Hill Private Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.7% in Q3 2026, buying an estimated $491K and bringing the position to 20,623 shares worth $5.87M. The position accounts for 4.27% of the portfolio, ranked #4.

Box Hill Private Wealth first reported a position in VB in Q4 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Box Hill Private Wealth held 20,623 shares of Vanguard Morningstar Small-Cap ETF worth $5.87M as of Q3 2026.
  • Box Hill Private Wealth bought 1,648 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $491K.
  • Vanguard Morningstar Small-Cap ETF made up 4.27% of Box Hill Private Wealth's portfolio in Q3 2026, its #4 holding.
  • Box Hill Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.