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Byrne Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Byrne Asset 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 		$46.7K Hold
163
– – 0.03% 290
2026
Q2 		$49.4K Buy
163
+3
+2% +$860 0.03% 291
2026
Q1 		$41.9K Sell
160
-11
-6% -$2.98K 0.02% 295
2025
Q4 		$44.1K Buy
+171
New +$43.8K 0.02% 286
2025
Q3 		– Sell
-164
Closed -$40.7K – 273
2025
Q2 		$38.9K Sell
164
-32
-16% -$7.14K 0.03% 283
2025
Q1 		$43.5K Buy
+196
New +$46.8K 0.03% 240
2024
Q4 		– Sell
-181
Closed -$44.5K – 209
2024
Q3 		$42.9K Buy
181
+2
+1% +$454 0.03% 216
2024
Q2 		$39.1K Buy
+179
New +$39.3K 0.03% 224
2024
Q1 		– Hold
0
– – – 213
2023
Q4 		– Sell
-145
Closed -$27.9K – 214
2023
Q3 		$27K Buy
145
+1
+0.7% +$199 0.02% 245
2023
Q2 		$29K Sell
144
-23
-14% -$4.35K 0.02% 288
2023
Q1 		$32K Buy
167
+47
+39% +$9.12K 0.02% 265
2022
Q4 		$22K Buy
120
+29
+32% +$5.38K 0.02% 311
2022
Q3 		$16K Buy
91
+17
+23% +$3.21K 0.01% 323
2022
Q2 		$13K Sell
74
-9
-11% -$1.74K 0.01% 338
2022
Q1 		$18K Buy
83
+23
+38% +$4.84K 0.01% 319
2021
Q4 		$14K Buy
+60
New +$13.6K 0.01% 341

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
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
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Byrne Asset Management's VB Position: Q3 2026 in Review

Byrne Asset Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 163 shares worth $46.7K. The position accounts for 0.03% of the portfolio, ranked #290.

Byrne Asset Management first reported a position in VB in Q4 2021 and has held it in 16 quarters since. The position peaked at $49.4K in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Byrne Asset Management held 163 shares of Vanguard Morningstar Small-Cap ETF worth $46.7K as of Q3 2026.
  • Byrne Asset Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Byrne Asset Management's portfolio in Q3 2026, its #290 holding.
  • Byrne Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Byrne Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $49.4K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.