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Diversified Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Diversified Management’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 		$846K Buy
2,975
+4
+0.1% +$1.19K 0.15% 124
2026
Q2 		$901K Buy
2,971
+106
+4% +$30.4K 0.19% 63
2026
Q1 		$750K Buy
2,865
+4
+0.1% +$1.08K 0.13% 149
2025
Q4 		$738K Buy
+2,861
New +$733K 0.17% 77

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

Diversified Management's VB Position: Q3 2026 in Review

Diversified Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.13% in Q3 2026, buying an estimated $1.19K and bringing the position to 2,975 shares worth $846K. The position accounts for 0.15% of the portfolio, ranked #124.

Diversified Management first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $901K in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Diversified Management held 2,975 shares of Vanguard Morningstar Small-Cap ETF worth $846K as of Q3 2026.
  • Diversified Management bought 4 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $1.19K.
  • Vanguard Morningstar Small-Cap ETF made up 0.15% of Diversified Management's portfolio in Q3 2026, its #124 holding.
  • Diversified Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's Vanguard Morningstar Small-Cap ETF position peaked at $901K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.