Brown Miller Wealth Management
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Brown Miller Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Brown Miller Wealth Management’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 		$512K Hold
1,800
– – 0.12% 117
2026
Q2 		$546K Hold
1,800
– – 0.14% 119
2026
Q1 		$471K Hold
1,800
– – 0.13% 126
2025
Q4 		$464K Hold
1,800
– – 0.13% 122
2025
Q3 		$458K Buy
1,800
+141
+8% +$35K 0.13% 132
2025
Q2 		$393K Sell
1,659
-60
-3% -$13.4K 0.12% 136
2025
Q1 		$381K Buy
1,719
+505
+42% +$121K 0.13% 123
2024
Q4 		$292K Buy
1,214
+60
+5% +$14.8K 0.11% 100
2024
Q3 		$274K Hold
1,154
– – 0.11% 104
2024
Q2 		$252K Hold
1,154
– – 0.1% 108
2024
Q1 		$264K Hold
1,154
– – 0.12% 106
2023
Q4 		$246K Hold
1,154
– – 0.12% 112
2023
Q3 		$218K Hold
1,154
– – 0.12% 113
2023
Q2 		$230K Hold
1,154
– – 0.12% 112
2023
Q1 		$219K Hold
1,154
– – 0.13% 110
2022
Q4 		$212K Buy
+1,154
New +$214K 0.13% 114
2022
Q2 		– Sell
-1,440
Closed -$306K – 126
2022
Q1 		$306K Buy
1,440
+3
+0.2% +$632 0.18% 94
2021
Q4 		$324K Buy
+1,437
New +$327K 0.19% 94

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Brown Miller Wealth Management's VB Position: Q3 2026 in Review

Brown Miller Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1,800 shares worth $512K. The position accounts for 0.12% of the portfolio, ranked #117.

Brown Miller Wealth Management first reported a position in VB in Q4 2021 and has held it in 18 quarters since. The position peaked at $546K in Q2 2026. 1,867 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Brown Miller Wealth Management held 1,800 shares of Vanguard Morningstar Small-Cap ETF worth $512K as of Q3 2026.
  • Brown Miller Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Brown Miller Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Brown Miller Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Brown Miller Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $546K in Q2 2026.
  • 1,867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Brown Miller Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.