Fiduciary Advisors Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Fiduciary Advisors Inc’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	$12.4M	Buy	43,610 +1,242	+3%	+$370K	8.34%	4
2026 Q2	$12.8M	Buy	42,368 +603	+1%	+$173K	8.64%	3
2026 Q1	$10.9M	Sell	41,765 -358	-0.8%	-$96.9K	8.22%	3
2025 Q4	$10.9M	Buy	42,123 +1,164	+3%	+$298K	8.27%	3
2025 Q3	$10.4M	Buy	40,959 +1,586	+4%	+$393K	8.41%	2
2025 Q2	$9.33M	Buy	39,373 +813	+2%	+$181K	8.21%	2
2025 Q1	$8.55M	Buy	38,560 +674	+2%	+$161K	8.44%	2
2024 Q4	$9.1M	Buy	+37,886	New	+$9.32M	9.16%	2

Other funds holding VB

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Fiduciary Advisors Inc's VB Position: Q3 2026 in Review

Fiduciary Advisors Inc increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.9% in Q3 2026, buying an estimated $370K and bringing the position to 43,610 shares worth $12.4M. The position accounts for 8.34% of the portfolio, ranked #4.

Fiduciary Advisors Inc first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.8M in Q2 2026. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Fiduciary Advisors Inc held 43,610 shares of Vanguard Morningstar Small-Cap ETF worth $12.4M as of Q3 2026.
Fiduciary Advisors Inc bought 1,242 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $370K.
Vanguard Morningstar Small-Cap ETF made up 8.34% of Fiduciary Advisors Inc's portfolio in Q3 2026, its #4 holding.
Fiduciary Advisors Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Fiduciary Advisors Inc's Vanguard Morningstar Small-Cap ETF position peaked at $12.8M in Q2 2026.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q3 2026, filed 16 Oct 2026.