Eagle Strategies
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Eagle Strategies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Eagle Strategies’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 		$773K Buy
2,718
+121
+5% +$36K 0.08% 167
2026
Q2 		$787K Sell
2,597
-35
-1% -$10K 0.08% 161
2026
Q1 		$689K Buy
2,632
+38
+1% +$10.3K 0.08% 157
2025
Q4 		$669K Buy
2,594
+41
+2% +$10.5K 0.09% 147
2025
Q3 		$649K Buy
2,553
+78
+3% +$19.3K 0.09% 143
2025
Q2 		$587K Sell
2,475
-85
-3% -$19K 0.09% 140
2025
Q1 		$568K Sell
2,560
-77
-3% -$18.4K 0.1% 136
2024
Q4 		$634K Sell
2,637
-8,085
-75% -$1.99M 0.11% 126
2024
Q3 		$2.54M Buy
10,722
+7,673
+252% +$1.74M 0.46% 50
2024
Q2 		$665K Sell
3,049
-766
-20% -$168K 0.13% 114
2024
Q1 		$872K Buy
3,815
+489
+15% +$105K 0.19% 121
2023
Q4 		$710K Sell
3,326
-2,460
-43% -$474K 0.15% 102
2023
Q3 		$1.09M Sell
5,786
-181
-3% -$36.1K 0.27% 78
2023
Q2 		$1.19M Sell
5,967
-268
-4% -$50.6K 0.29% 74
2023
Q1 		$1.18M Sell
6,235
-918
-13% -$178K 0.3% 69
2022
Q4 		$1.31M Buy
7,153
+370
+5% +$68.6K 0.39% 60
2022
Q3 		$1.16M Buy
6,783
+2,152
+46% +$406K 0.61% 40
2022
Q2 		$816K Sell
4,631
-85
-2% -$16.4K 0.3% 74
2022
Q1 		$1M Sell
4,716
-519
-10% -$109K 0.39% 54
2021
Q4 		$1.18M Buy
+5,235
New +$1.19M 0.46% 52

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Eagle Strategies's VB Position: Q3 2026 in Review

Eagle Strategies increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.7% in Q3 2026, buying an estimated $36K and bringing the position to 2,718 shares worth $773K. The position accounts for 0.08% of the portfolio, ranked #167.

Eagle Strategies first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.54M in Q3 2024. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Eagle Strategies held 2,718 shares of Vanguard Morningstar Small-Cap ETF worth $773K as of Q3 2026.
  • Eagle Strategies bought 121 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $36K.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Eagle Strategies's portfolio in Q3 2026, its #167 holding.
  • Eagle Strategies first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Eagle Strategies's Vanguard Morningstar Small-Cap ETF position peaked at $2.54M in Q3 2024.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.