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

EdgeRock Capital’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	$236K	Buy	+829	New	+$247K	0.05%	143

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

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

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

EdgeRock Capital's VB Position: Q3 2026 in Review

EdgeRock Capital opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 829 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #143 among its holdings.

1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

EdgeRock Capital held 829 shares of Vanguard Morningstar Small-Cap ETF worth $236K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new EdgeRock Capital position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.05% of EdgeRock Capital's portfolio in Q3 2026, its #143 holding.
1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on EdgeRock Capital's 13F filing for Q3 2026, filed 3 Nov 2026.