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

Claro 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 		$4.85M Sell
17,040
-1,343
-7% -$400K 0.47% 41
2026
Q2 		$5.57M Sell
18,383
-417
-2% -$120K 0.58% 33
2026
Q1 		$4.92M Buy
18,800
+539
+3% +$146K 0.59% 36
2025
Q4 		$4.71M Buy
18,261
+635
+4% +$163K 0.64% 32
2025
Q3 		$4.48M Sell
17,626
-884
-5% -$219K 0.65% 32
2025
Q2 		$4.39M Sell
18,510
-1,527
-8% -$341K 0.72% 28
2025
Q1 		$4.44M Buy
20,037
+617
+3% +$147K 0.59% 28
2024
Q4 		$4.67M Buy
19,420
+815
+4% +$201K 0.63% 26
2024
Q3 		$4.41M Buy
18,605
+1,135
+6% +$258K 0.57% 32
2024
Q2 		$3.81M Buy
17,470
+2,494
+17% +$548K 0.59% 31
2024
Q1 		$3.42M Sell
14,976
-1,070
-7% -$230K 0.59% 35
2023
Q4 		$3.42M Buy
16,046
+146
+0.9% +$28.1K 0.74% 28
2023
Q3 		$3.01M Buy
15,900
+886
+6% +$177K 0.75% 29
2023
Q2 		$2.99M Buy
15,014
+1,716
+13% +$324K 0.74% 26
2023
Q1 		$2.52M Sell
13,298
-1,141
-8% -$221K 0.74% 25
2022
Q4 		$2.65M Buy
14,439
+3,837
+36% +$711K 0.87% 22
2022
Q3 		$1.87M Hold
10,602
– – 0.74% 31
2022
Q2 		$1.87M Buy
10,602
+1,984
+23% +$383K 0.74% 31
2022
Q1 		$1.95M Hold
8,618
– – 0.7% 29
2021
Q4 		$1.95M Buy
8,618
+616
+8% +$140K 0.7% 29
2021
Q3 		$1.75M Buy
8,002
+292
+4% +$64.9K 0.74% 28
2021
Q2 		$1.74M Buy
7,710
+1,730
+29% +$383K 0.78% 28
2021
Q1 		$1.28M Buy
5,980
+1,166
+24% +$246K 0.65% 37
2020
Q4 		$937K Buy
4,814
+2,789
+138% +$492K 0.5% 52
2020
Q3 		$311K Sell
2,025
-163
-7% -$25K 0.2% 137
2020
Q2 		$319K Buy
+2,188
New +$294K 0.22% 128
2019
Q1 		– Sell
-763
Closed -$124K – 898
2018
Q4 		$124K Buy
+763
New +$111K 0.1% 188

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Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Claro Advisors's VB Position: Q3 2026 in Review

Claro Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.3% in Q3 2026, selling an estimated $400K and leaving 17,040 shares worth $4.85M. The position accounts for 0.47% of the portfolio, ranked #41.

Claro Advisors first reported a position in VB in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.57M in Q2 2026. 1,470 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Claro Advisors held 17,040 shares of Vanguard Morningstar Small-Cap ETF worth $4.85M as of Q3 2026.
  • Claro Advisors sold 1,343 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $400K.
  • Vanguard Morningstar Small-Cap ETF made up 0.47% of Claro Advisors's portfolio in Q3 2026, its #41 holding.
  • Claro Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • Claro Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $5.57M in Q2 2026.
  • 1,470 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.