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Everhart Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Everhart Financial Group’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 		$1.6M Buy
5,632
+73
+1% +$21.7K 0.1% 101
2026
Q2 		$1.68M Sell
5,559
-392
-7% -$112K 0.11% 99
2026
Q1 		$1.56M Sell
5,951
-67
-1% -$18.1K 0.13% 104
2025
Q4 		$1.55M Buy
6,018
+595
+11% +$152K 0.14% 93
2025
Q3 		$1.38M Buy
5,423
+268
+5% +$66.5K 0.14% 98
2025
Q2 		$1.22M Buy
5,155
+87
+2% +$19.4K 0.14% 100
2025
Q1 		$1.12M Buy
5,068
+290
+6% +$69.3K 0.15% 94
2024
Q4 		$1.15M Buy
4,778
+264
+6% +$65K 0.24% 88
2024
Q3 		$1.07M Sell
4,514
-15
-0.3% -$3.41K 0.24% 93
2024
Q2 		$988K Sell
4,529
-12
-0.3% -$2.63K 0.26% 75
2024
Q1 		$1.04M Buy
4,541
+1
+0% +$215 0.3% 66
2023
Q4 		$968K Buy
4,540
+438
+11% +$84.4K 0.34% 61
2023
Q3 		$769K Sell
4,102
-6
-0.1% -$1.2K 0.33% 64
2023
Q2 		$797K Sell
4,108
-46
-1% -$8.69K 0.33% 65
2023
Q1 		$781K Sell
4,154
-84
-2% -$16.3K 0.35% 57
2022
Q4 		$771K Sell
4,238
-77
-2% -$14.3K 0.39% 53
2022
Q3 		$737K Buy
4,315
+349
+9% +$65.9K 0.41% 47
2022
Q2 		$698K Sell
3,966
-111
-3% -$21.4K 0.42% 46
2022
Q1 		$866K Sell
4,077
-17
-0.4% -$3.58K 0.5% 42
2021
Q4 		$925K Buy
4,094
+18
+0.4% +$4.09K 0.56% 39
2021
Q3 		$891K Sell
4,076
-14
-0.3% -$3.11K 0.61% 38
2021
Q2 		$921K Buy
4,090
+69
+2% +$15.3K 0.63% 35
2021
Q1 		$860K Buy
4,021
+237
+6% +$49.9K 0.75% 32
2020
Q4 		$736K Buy
+3,784
New +$668K 0.68% 34

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

Everhart Financial Group's VB Position: Q3 2026 in Review

Everhart Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.3% in Q3 2026, buying an estimated $21.7K and bringing the position to 5,632 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #101.

Everhart Financial Group first reported a position in VB in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.68M in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Everhart Financial Group held 5,632 shares of Vanguard Morningstar Small-Cap ETF worth $1.6M as of Q3 2026.
  • Everhart Financial Group bought 73 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $21.7K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Everhart Financial Group's portfolio in Q3 2026, its #101 holding.
  • Everhart Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Everhart Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.68M in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.