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

Burkett Financial Services’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	$135K	Buy	473 +162	+52%	+$48.2K	0.04%	72
2026 Q2	$94.5K	Sell	311 -31	-9%	-$8.88K	0.03%	75
2026 Q1	$89.6K	Buy	342 +21	+7%	+$5.68K	0.03%	76
2025 Q4	$82.9K	Sell	321 -104	-24%	-$26.6K	0.03%	78
2025 Q3	$108K	Buy	425 +1	+0.2%	+$248	0.04%	70
2025 Q2	$100K	Sell	424 -148	-26%	-$33K	0.04%	71
2025 Q1	$127K	Buy	572 +14	+3%	+$3.34K	0.05%	59
2024 Q4	$134K	Sell	558 -29	-5%	-$7.14K	0.05%	55
2024 Q3	$139K	Buy	587 +6	+1%	+$1.36K	0.06%	51
2024 Q2	$127K	Sell	581 -91	-14%	-$20K	0.07%	49
2024 Q1	$154K	Buy	672 +15	+2%	+$3.23K	0.08%	48
2023 Q4	$140K	Buy	+657	New	+$127K	0.08%	52

Other funds holding VB

HWA

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

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

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

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Burkett Financial Services's VB Position: Q3 2026 in Review

Burkett Financial Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 52% in Q3 2026, buying an estimated $48.2K and bringing the position to 473 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #72.

Burkett Financial Services first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $154K in Q1 2024. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Burkett Financial Services held 473 shares of Vanguard Morningstar Small-Cap ETF worth $135K as of Q3 2026.
Burkett Financial Services bought 162 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $48.2K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Burkett Financial Services's portfolio in Q3 2026, its #72 holding.
Burkett Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's Vanguard Morningstar Small-Cap ETF position peaked at $154K in Q1 2024.
152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.