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Eclectic Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Eclectic Associates’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 		$2.53M Buy
8,883
+102
+1% +$30.4K 0.28% 54
2026
Q2 		$2.66M Sell
8,781
-46
-0.5% -$13.2K 0.3% 50
2026
Q1 		$2.31M Buy
8,827
+561
+7% +$152K 0.31% 56
2025
Q4 		$2.13M Buy
8,266
+137
+2% +$35.1K 0.33% 51
2025
Q3 		$2.07M Sell
8,129
-142
-2% -$35.2K 0.38% 50
2025
Q2 		$1.96M Buy
8,271
+139
+2% +$31K 0.43% 49
2025
Q1 		$1.8M Buy
8,132
+400
+5% +$95.5K 0.48% 47
2024
Q4 		$1.86M Buy
7,732
+469
+6% +$115K 0.55% 41
2024
Q3 		$1.72M Sell
7,263
-372
-5% -$84.5K 0.68% 27
2024
Q2 		$1.66M Buy
7,635
+114
+2% +$25K 0.74% 28
2024
Q1 		$1.72M Sell
7,521
-1,150
-13% -$247K 0.78% 25
2023
Q4 		$1.85M Buy
8,671
+88
+1% +$17K 0.89% 22
2023
Q3 		$1.62M Buy
8,583
+219
+3% +$43.6K 0.83% 24
2023
Q2 		$1.66M Sell
8,364
-90
-1% -$17K 0.82% 25
2023
Q1 		$1.6M Buy
8,454
+715
+9% +$139K 0.82% 26
2022
Q4 		$1.42M Sell
7,739
-268
-3% -$49.7K 0.69% 34
2022
Q3 		$1.37M Buy
8,007
+197
+3% +$37.2K 0.9% 23
2022
Q2 		$1.38M Sell
7,810
-279
-3% -$53.9K 0.92% 24
2022
Q1 		$1.72M Buy
8,089
+342
+4% +$72K 1.1% 19
2021
Q4 		$1.75M Buy
7,747
+395
+5% +$89.8K 1.12% 17
2021
Q3 		$1.61M Sell
7,352
-83,035
-92% -$18.5M 1.17% 17
2021
Q2 		$1.64M Buy
90,387
+83,256
+1,168% +$18.5M 1.23% 17
2021
Q1 		$1.53M Buy
7,131
+228
+3% +$48K 1.26% 17
2020
Q4 		$1.34M Buy
+6,903
New +$1.22M 1.27% 18

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

Eclectic Associates's VB Position: Q3 2026 in Review

Eclectic Associates increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q3 2026, buying an estimated $30.4K and bringing the position to 8,883 shares worth $2.53M. The position accounts for 0.28% of the portfolio, ranked #54.

Eclectic Associates first reported a position in VB in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.66M in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Eclectic Associates held 8,883 shares of Vanguard Morningstar Small-Cap ETF worth $2.53M as of Q3 2026.
  • Eclectic Associates bought 102 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $30.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.28% of Eclectic Associates's portfolio in Q3 2026, its #54 holding.
  • Eclectic Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Eclectic Associates's Vanguard Morningstar Small-Cap ETF position peaked at $2.66M in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.