Family CFO’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Family CFO’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	$563K	Hold	1,978	–	–	0.22%	39
2026 Q2	$600K	Hold	1,978	–	–	0.23%	33
2026 Q1	$518K	Sell	1,978 -185	-9%	-$50.1K	0.23%	33
2025 Q4	$558K	Sell	2,163 -931	-30%	-$239K	0.25%	29
2025 Q3	$787K	Hold	3,094	–	–	0.36%	27
2025 Q2	$733K	Buy	3,094 +120	+4%	+$26.8K	0.37%	26
2025 Q1	$659K	Hold	2,974	–	–	0.36%	24
2024 Q4	$715K	Buy	2,974 +118	+4%	+$29K	0.39%	24
2024 Q3	$677K	Buy	2,856 +32	+1%	+$7.27K	0.38%	24
2024 Q2	$616K	Hold	2,824	–	–	0.38%	24
2024 Q1	$646K	Hold	2,824	–	–	0.4%	23
2023 Q4	$602K	Buy	2,824 +106	+4%	+$20.4K	0.39%	24
2023 Q3	$514K	Buy	2,718 +42	+2%	+$8.37K	0.37%	24
2023 Q2	$532K	Buy	2,676 +152	+6%	+$28.7K	0.38%	24
2023 Q1	$478K	Hold	2,524	–	–	0.36%	24
2022 Q4	$463K	Hold	2,524	–	–	0.42%	22
2022 Q3	$431K	Hold	2,524	–	–	0.46%	20
2022 Q2	$445K	Hold	2,524	–	–	0.49%	21
2022 Q1	$536K	Hold	2,524	–	–	0.54%	20
2021 Q4	$570K	Buy	+2,524	New	+$574K	0.55%	19

Other funds holding VB

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

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Family CFO's VB Position: Q3 2026 in Review

Family CFO held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1,978 shares worth $563K. The position accounts for 0.22% of the portfolio, ranked #39.

Family CFO first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $787K in Q3 2025. 1,715 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Family CFO held 1,978 shares of Vanguard Morningstar Small-Cap ETF worth $563K as of Q3 2026.
Family CFO left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.22% of Family CFO's portfolio in Q3 2026, its #39 holding.
Family CFO first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
Family CFO's Vanguard Morningstar Small-Cap ETF position peaked at $787K in Q3 2025.
1,715 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Family CFO's 13F filing for Q3 2026, filed 30 Oct 2026.