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

Fairman 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 		$9.6K Hold
34
– – 0.01% 162
2026
Q2 		$10.2K Hold
34
– – 0.01% 164
2026
Q1 		$8.84K Hold
34
– – 0.01% 159
2025
Q4 		$8.7K Hold
34
– – 0.01% 165
2025
Q3 		$8.58K Hold
34
– – 0.01% 171
2025
Q2 		$7.99K Hold
34
– – 0.01% 162
2025
Q1 		$8.07K Hold
34
– – 0.01% 157
2024
Q4 		$8.07K Hold
34
– – 0.01% 169
2024
Q3 		$7.97K Buy
34
+2
+6% +$454 0.01% 182
2024
Q2 		$7.11K Hold
32
– – 0.01% 185
2024
Q1 		$7.42K Buy
32
+23
+256% +$4.95K 0.01% 172
2023
Q4 		$2.02K Buy
+9
New +$1.73K ﹤0.01% 259

Other funds holding VB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fairman Group's VB Position: Q3 2026 in Review

Fairman Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 34 shares worth $9.6K. The position accounts for 0.01% of the portfolio, ranked #162.

Fairman Group first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.2K in Q2 2026. 1,445 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Fairman Group held 34 shares of Vanguard Morningstar Small-Cap ETF worth $9.6K as of Q3 2026.
  • Fairman Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Fairman Group's portfolio in Q3 2026, its #162 holding.
  • Fairman Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Fairman Group's Vanguard Morningstar Small-Cap ETF position peaked at $10.2K in Q2 2026.
  • 1,445 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.