CFO
VB icon

Collective Family Office’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Collective Family Office’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 		$1.99M Buy
7,008
+41
+0.6% +$12.2K 0.41% 52
2026
Q2 		$2.11M Buy
6,967
+302
+5% +$86.5K 0.43% 52
2026
Q1 		$1.75M Sell
6,665
-34
-0.5% -$9.2K 0.39% 57
2025
Q4 		$1.73M Sell
6,699
-692
-9% -$177K 0.4% 58
2025
Q3 		$1.88M Sell
7,391
-14
-0.2% -$3.47K 0.45% 53
2025
Q2 		$1.75M Sell
7,405
-129
-2% -$28.8K 0.45% 52
2025
Q1 		$1.67M Sell
7,534
-288
-4% -$68.8K 0.45% 52
2024
Q4 		$1.88M Sell
7,822
-30
-0.4% -$7.38K 0.52% 52
2024
Q3 		$1.86M Sell
7,852
-105
-1% -$23.9K 0.51% 50
2024
Q2 		$1.73M Buy
7,957
+78
+1% +$17.1K 0.51% 51
2024
Q1 		$1.8M Sell
7,879
-214
-3% -$46K 0.58% 46
2023
Q4 		$1.73M Buy
8,093
+40
+0.5% +$7.71K 0.61% 45
2023
Q3 		$1.52M Buy
8,053
+11
+0.1% +$2.19K 0.59% 47
2023
Q2 		$1.6M Buy
8,042
+1,402
+21% +$265K 0.63% 45
2023
Q1 		$1.26M Buy
6,640
+198
+3% +$38.4K 0.52% 52
2022
Q4 		$1.18M Sell
6,442
-3,983
-38% -$738K 0.53% 52
2022
Q3 		$1.78M Sell
10,425
-400
-4% -$75.5K 0.89% 35
2022
Q2 		$1.91M Buy
10,825
+460
+4% +$88.8K 0.83% 42
2022
Q1 		$2.2M Sell
10,365
-1,353
-12% -$285K 0.84% 35
2021
Q4 		$2.65M Hold
11,718
– – 1.04% 26
2021
Q3 		$2.56M Buy
11,718
+1,024
+10% +$228K 1.1% 24
2021
Q2 		$2.41M Sell
10,694
-110
-1% -$24.4K 1.03% 30
2021
Q1 		$2.31M Buy
10,804
+272
+3% +$57.3K 1.13% 29
2020
Q4 		$2.05M Buy
+10,532
New +$1.86M 1.14% 24

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

Collective Family Office's VB Position: Q3 2026 in Review

Collective Family Office increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.59% in Q3 2026, buying an estimated $12.2K and bringing the position to 7,008 shares worth $1.99M. The position accounts for 0.41% of the portfolio, ranked #52.

Collective Family Office first reported a position in VB in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.65M in Q4 2021. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Collective Family Office held 7,008 shares of Vanguard Morningstar Small-Cap ETF worth $1.99M as of Q3 2026.
  • Collective Family Office bought 41 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $12.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.41% of Collective Family Office's portfolio in Q3 2026, its #52 holding.
  • Collective Family Office first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Collective Family Office's Vanguard Morningstar Small-Cap ETF position peaked at $2.65M in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.