FFA
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Farther Finance Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Farther Finance Advisors’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 		$19.6M Buy
68,876
+18,110
+36% +$5.39M 0.14% 123
2026
Q2 		$15.4M Buy
50,766
+666
+1% +$191K 0.12% 147
2026
Q1 		$13.2M Buy
50,100
+5,785
+13% +$1.57M 0.12% 142
2025
Q4 		$11.4M Buy
44,315
+13,825
+45% +$3.54M 0.12% 149
2025
Q3 		$7.75M Buy
30,490
+3,894
+15% +$966K 0.12% 148
2025
Q2 		$6.3M Buy
26,596
+2,573
+11% +$574K 0.13% 153
2025
Q1 		$5.34M Buy
24,023
+9,038
+60% +$2.16M 0.14% 143
2024
Q4 		$3.6M Buy
14,985
+2,556
+21% +$629K 0.13% 138
2024
Q3 		$2.95M Buy
12,429
+6,498
+110% +$1.48M 0.11% 154
2024
Q2 		$1.28M Sell
5,931
-662
-10% -$145K 0.06% 241
2024
Q1 		$1.49M Buy
6,593
+1,971
+43% +$424K 0.09% 188
2023
Q4 		$986K Buy
4,622
+4,071
+739% +$784K 0.07% 237
2023
Q3 		$104K Buy
551
+45
+9% +$8.97K 0.02% 541
2023
Q2 		$101K Sell
506
-432
-46% -$81.6K 0.02% 457
2023
Q1 		$178K Buy
938
+404
+76% +$78.3K 0.05% 281
2022
Q4 		$98K Buy
+534
New +$99K 0.04% 332

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
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 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
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM

Farther Finance Advisors's VB Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 36% in Q3 2026, buying an estimated $5.39M and bringing the position to 68,876 shares worth $19.6M. The position accounts for 0.14% of the portfolio, ranked #123.

Farther Finance Advisors first reported a position in VB in Q4 2022 and has held it in 16 quarters since. 104 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Farther Finance Advisors held 68,876 shares of Vanguard Morningstar Small-Cap ETF worth $19.6M as of Q3 2026.
  • Farther Finance Advisors bought 18,110 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $5.39M.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Farther Finance Advisors's portfolio in Q3 2026, its #123 holding.
  • Farther Finance Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 104 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.