Fedenia Advisers
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Fedenia Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Fedenia Advisers’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 		$348K Sell
1,223
-170
-12% -$50.6K 0.08% 95
2026
Q2 		$422K Sell
1,393
-5
-0.4% -$1.43K 0.1% 85
2026
Q1 		$366K Buy
1,398
+258
+23% +$69.8K 0.27% 59
2025
Q4 		$294K Hold
1,140
– – 0.11% 126
2025
Q3 		$290K Buy
+1,140
New +$283K 0.12% 133

Other funds holding VB

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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Fedenia Advisers's VB Position: Q3 2026 in Review

Fedenia Advisers reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q3 2026, selling an estimated $50.6K and leaving 1,223 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #95.

Fedenia Advisers first reported a position in VB in Q3 2025 and has held it in 5 quarters since. The position peaked at $422K in Q2 2026. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Fedenia Advisers held 1,223 shares of Vanguard Morningstar Small-Cap ETF worth $348K as of Q3 2026.
  • Fedenia Advisers sold 170 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $50.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Fedenia Advisers's portfolio in Q3 2026, its #95 holding.
  • Fedenia Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • Fedenia Advisers's Vanguard Morningstar Small-Cap ETF position peaked at $422K in Q2 2026.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.