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

Conservest Capital 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	$897K	Sell	3,152 -82	-3%	-$24.4K	0.07%	77
2026 Q2	$980K	Sell	3,234 -14	-0.4%	-$4.01K	0.08%	65
2026 Q1	$851K	Sell	3,248 -601	-16%	-$163K	0.08%	67
2025 Q4	$993K	Buy	3,849 +6	+0.2%	+$1.54K	0.09%	62
2025 Q3	$977K	Sell	3,843 -55	-1%	-$13.6K	0.09%	58
2025 Q2	$924K	Sell	3,898 -67	-2%	-$14.9K	0.09%	54
2025 Q1	$879K	Buy	3,965 +9	+0.2%	+$2.15K	0.09%	54
2024 Q4	$950K	Buy	3,956 +23	+0.6%	+$5.66K	0.1%	48
2024 Q3	$899K	Hold	3,933	–	–	0.09%	50
2024 Q2	$899K	Hold	3,933	–	–	0.1%	50
2024 Q1	$899K	Sell	3,933 -1,986	-34%	-$427K	0.09%	50
2023 Q4	$1.26M	Buy	5,919 +1,525	+35%	+$294K	0.13%	43
2023 Q3	$831K	Buy	4,394 +10	+0.2%	+$1.99K	0.1%	48
2023 Q2	$872K	Buy	4,384 +228	+5%	+$43.1K	0.1%	46
2023 Q1	$788K	Buy	4,156 +535	+15%	+$104K	0.09%	47
2022 Q4	$665K	Buy	+3,621	New	+$671K	0.08%	50
2022 Q3	–	Sell	-2,634	Closed	-$497K	–	54
2022 Q2	$464K	Buy	2,634 +84	+3%	+$16.2K	0.06%	56
2022 Q1	$542K	Buy	2,550 +4	+0.2%	+$842	0.06%	59
2021 Q4	$576K	Buy	2,546 +7	+0.3%	+$1.59K	0.06%	63
2021 Q3	$555K	Buy	2,539 +4	+0.2%	+$889	0.06%	53
2021 Q2	$571K	Sell	2,535 -18	-0.7%	-$3.99K	0.06%	53
2021 Q1	$547K	Sell	2,553 -26	-1%	-$5.48K	0.06%	52
2020 Q4	$502K	Buy	2,579 +11	+0.4%	+$1.94K	0.06%	57
2020 Q3	$395K	Buy	2,568 +2	+0.1%	+$307	0.05%	59
2020 Q2	$374K	Hold	2,566	–	–	0.05%	56
2020 Q1	$296K	Buy	2,566 +1,127	+78%	+$169K	0.05%	54
2019 Q4	$238K	Buy	1,439 +2	+0.1%	+$319	0.03%	76
2019 Q3	$221K	Buy	1,437 +3	+0.2%	+$465	0.03%	78
2019 Q2	$225K	Buy	1,434 +1	+0.1%	+$155	0.03%	77
2019 Q1	$219K	Sell	1,433 -890	-38%	-$132K	0.03%	76
2018 Q4	$307K	Buy	+2,323	New	+$338K	0.05%	65

Other funds holding VB

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Conservest Capital Advisors's VB Position: Q3 2026 in Review

Conservest Capital Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q3 2026, selling an estimated $24.4K and leaving 3,152 shares worth $897K. The position accounts for 0.07% of the portfolio, ranked #77.

Conservest Capital Advisors first reported a position in VB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.26M in Q4 2023. 2,063 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Conservest Capital Advisors held 3,152 shares of Vanguard Morningstar Small-Cap ETF worth $897K as of Q3 2026.
Conservest Capital Advisors sold 82 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $24.4K.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Conservest Capital Advisors's portfolio in Q3 2026, its #77 holding.
Conservest Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Conservest Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.26M in Q4 2023.
2,063 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Conservest Capital Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.