Broadwater Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Broadwater Capital’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	$87.5K	Hold	308	–	–	0.06%	87
2026 Q2	$93.2K	Hold	308	–	–	0.07%	90
2026 Q1	$79.3K	Hold	308	–	–	0.06%	91
2025 Q4	$79.3K	Hold	308	–	–	0.06%	91
2025 Q3	$78.2K	Buy	308 +1	+0.3%	+$248	0.06%	100
2025 Q2	$72.9K	Sell	307 -138	-31%	-$30.8K	0.06%	101
2025 Q1	$98.7K	Hold	445	–	–	0.08%	95
2024 Q4	$107K	Hold	445	–	–	0.08%	92
2024 Q3	$106K	Hold	445	–	–	0.08%	97
2024 Q2	$97K	Hold	445	–	–	0.07%	96
2024 Q1	$102K	Hold	445	–	–	0.08%	97
2023 Q4	$94.9K	Buy	+445	New	+$85.7K	0.07%	98

Other funds holding VB

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Broadwater Capital's VB Position: Q3 2026 in Review

Broadwater Capital held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 308 shares worth $87.5K. The position accounts for 0.06% of the portfolio, ranked #87.

Broadwater Capital first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $107K in Q4 2024. 2,076 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Broadwater Capital held 308 shares of Vanguard Morningstar Small-Cap ETF worth $87.5K as of Q3 2026.
Broadwater Capital left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Broadwater Capital's portfolio in Q3 2026, its #87 holding.
Broadwater Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Broadwater Capital's Vanguard Morningstar Small-Cap ETF position peaked at $107K in Q4 2024.
2,076 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Broadwater Capital's 13F filing for Q3 2026, filed 12 Nov 2026.