Clarity Wealth Advisors
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Clarity Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Clarity Wealth Advisors’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 		$17.5M Buy
61,484
+2,805
+5% +$835K 3.04% 10
2026
Q2 		$17.8M Buy
58,679
+3,576
+6% +$1.02M 3.14% 10
2026
Q1 		$14.4M Buy
55,103
+3,673
+7% +$994K 2.97% 11
2025
Q4 		$13.3M Buy
51,430
+2,125
+4% +$544K 2.71% 10
2025
Q3 		$12.5M Buy
49,305
+1,376
+3% +$341K 2.76% 10
2025
Q2 		$11.4M Buy
47,929
+716
+2% +$160K 2.8% 10
2025
Q1 		$10.5M Buy
47,213
+583
+1% +$139K 2.9% 10
2024
Q4 		$11.2M Buy
46,630
+2,101
+5% +$517K 3.05% 9
2024
Q3 		$10.6M Buy
44,529
+1,977
+5% +$449K 3.07% 9
2024
Q2 		$9.28M Sell
42,552
-721
-2% -$158K 3% 11
2024
Q1 		$9.9M Buy
43,273
+1,074
+3% +$231K 3.34% 8
2023
Q4 		$9M Buy
42,199
+1,251
+3% +$241K 3.4% 8
2023
Q3 		$7.74M Buy
40,948
+740
+2% +$147K 3.51% 8
2023
Q2 		$8M Buy
40,208
+441
+1% +$83.3K 3.59% 8
2023
Q1 		$7.54M Buy
39,767
+716
+2% +$139K 3.84% 8
2022
Q4 		$7.17M Sell
39,051
-518
-1% -$96K 4.13% 8
2022
Q3 		$6.76M Buy
39,569
+770
+2% +$145K 4.07% 8
2022
Q2 		$6.83M Buy
38,799
+665
+2% +$128K 3.91% 8
2022
Q1 		$8.1M Buy
38,134
+1,889
+5% +$398K 3.85% 9
2021
Q4 		$8.19M Buy
36,245
+1,166
+3% +$265K 3.81% 9
2021
Q3 		$7.67M Buy
35,079
+2,400
+7% +$534K 3.78% 10
2021
Q2 		$7.36M Buy
32,679
+1,913
+6% +$424K 3.82% 10
2021
Q1 		$6.59M Buy
30,766
+3,006
+11% +$633K 3.75% 9
2020
Q4 		$5.4M Buy
27,760
+2,721
+11% +$480K 3.28% 10
2020
Q3 		$3.85M Buy
25,039
+6,336
+34% +$973K 2.76% 11
2020
Q2 		$2.72M Buy
+18,703
New +$2.51M 2.15% 17

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

Clarity Wealth Advisors's VB Position: Q3 2026 in Review

Clarity Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.8% in Q3 2026, buying an estimated $835K and bringing the position to 61,484 shares worth $17.5M. The position accounts for 3.04% of the portfolio, ranked #10.

Clarity Wealth Advisors first reported a position in VB in Q2 2020 and has held it in 26 quarters since. The position peaked at $17.8M in Q2 2026. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Clarity Wealth Advisors held 61,484 shares of Vanguard Morningstar Small-Cap ETF worth $17.5M as of Q3 2026.
  • Clarity Wealth Advisors bought 2,805 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $835K.
  • Vanguard Morningstar Small-Cap ETF made up 3.04% of Clarity Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • Clarity Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 26 quarters since.
  • Clarity Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $17.8M in Q2 2026.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Clarity Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.