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

Chemistry 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 		$427K Sell
1,500
-255
-15% -$75.9K 0.07% 144
2026
Q2 		$532K Buy
1,755
+186
+12% +$53.3K 0.09% 127
2026
Q1 		$411K Sell
1,569
-248
-14% -$67.1K 0.07% 140
2025
Q4 		$469K Buy
1,817
+2
+0.1% +$512 0.09% 121
2025
Q3 		$462K Buy
1,815
+72
+4% +$17.9K 0.09% 126
2025
Q2 		$413K Buy
1,743
+2
+0.1% +$446 0.09% 122
2025
Q1 		$386K Sell
1,741
-81
-4% -$19.3K 0.09% 117
2024
Q4 		$438K Buy
1,822
+2
+0.1% +$492 0.1% 111
2024
Q3 		$432K Sell
1,820
-89
-5% -$20.2K 0.1% 110
2024
Q2 		$416K Hold
1,909
– – 0.11% 106
2024
Q1 		$436K Buy
1,909
+1
+0.1% +$215 0.12% 103
2023
Q4 		$407K Buy
1,908
+2
+0.1% +$385 0.12% 104
2023
Q3 		$360K Buy
1,906
+1
+0.1% +$199 0.12% 108
2023
Q2 		$379K Buy
1,905
+816
+75% +$154K 0.12% 110
2023
Q1 		$206K Buy
+1,089
New +$211K 0.07% 135

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Chemistry Wealth Management's VB Position: Q3 2026 in Review

Chemistry Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 15% in Q3 2026, selling an estimated $75.9K and leaving 1,500 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #144.

Chemistry Wealth Management first reported a position in VB in Q1 2023 and has held it in 15 quarters since. The position peaked at $532K in Q2 2026. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Chemistry Wealth Management held 1,500 shares of Vanguard Morningstar Small-Cap ETF worth $427K as of Q3 2026.
  • Chemistry Wealth Management sold 255 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $75.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of Chemistry Wealth Management's portfolio in Q3 2026, its #144 holding.
  • Chemistry Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Chemistry Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $532K in Q2 2026.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Chemistry Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.