Clayton Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Clayton Financial Group’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	$825K	Buy	2,901 +78	+3%	+$23.2K	0.43%	29
2026 Q2	$856K	Sell	2,823 -8	-0.3%	-$2.29K	0.47%	27
2026 Q1	$741K	Sell	2,831 -867	-23%	-$235K	0.38%	34
2025 Q4	$954K	Buy	3,698 +868	+31%	+$222K	0.49%	29
2025 Q3	$720K	Buy	2,830 +930	+49%	+$231K	0.53%	25
2025 Q2	$450K	Sell	1,900 -17,516	-90%	-$3.91M	0.54%	20
2025 Q1	$4.31M	Buy	19,416 +292	+2%	+$69.7K	1.58%	17
2024 Q4	$4.6M	Buy	19,124 +340	+2%	+$83.7K	1.66%	16
2024 Q3	$4.46M	Buy	18,784 +1,072	+6%	+$244K	1.67%	16
2024 Q2	$4.05M	Buy	17,712 +591	+3%	+$130K	1.75%	16
2024 Q1	$3.91M	Buy	17,121 +1,879	+12%	+$404K	1.78%	16
2023 Q4	$3.25M	Buy	+15,242	New	+$2.94M	2.02%	16

Other funds holding VB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Clayton Financial Group's VB Position: Q3 2026 in Review

Clayton Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.8% in Q3 2026, buying an estimated $23.2K and bringing the position to 2,901 shares worth $825K. The position accounts for 0.43% of the portfolio, ranked #29.

Clayton Financial Group first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.6M in Q4 2024. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Clayton Financial Group held 2,901 shares of Vanguard Morningstar Small-Cap ETF worth $825K as of Q3 2026.
Clayton Financial Group bought 78 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $23.2K.
Vanguard Morningstar Small-Cap ETF made up 0.43% of Clayton Financial Group's portfolio in Q3 2026, its #29 holding.
Clayton Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Clayton Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $4.6M in Q4 2024.
2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.