Fiduciary Financial Group
VB icon

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

Fiduciary Financial 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 		$647K Sell
2,275
-551
-19% -$164K 0.08% 156
2026
Q2 		$857K Sell
2,826
-135
-5% -$38.7K 0.1% 132
2026
Q1 		$776K Buy
2,961
+95
+3% +$25.7K 0.1% 127
2025
Q4 		$739K Sell
2,866
-351
-11% -$89.9K 0.1% 128
2025
Q3 		$818K Buy
3,217
+833
+35% +$207K 0.13% 105
2025
Q2 		$571K Buy
2,384
+139
+6% +$31K 0.1% 129
2025
Q1 		$456K Sell
2,245
-30
-1% -$7.16K 0.1% 129
2024
Q4 		$542K Buy
2,275
+1,046
+85% +$257K 0.12% 114
2024
Q3 		$289K Sell
1,229
-704
-36% -$160K 0.07% 212
2024
Q2 		$453K Buy
+1,933
New +$424K 0.11% 109

Other funds holding VB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Fiduciary Financial Group's VB Position: Q3 2026 in Review

Fiduciary Financial Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q3 2026, selling an estimated $164K and leaving 2,275 shares worth $647K. The position accounts for 0.08% of the portfolio, ranked #156.

Fiduciary Financial Group first reported a position in VB in Q2 2024 and has held it in 10 quarters since. The position peaked at $857K in Q2 2026. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Fiduciary Financial Group held 2,275 shares of Vanguard Morningstar Small-Cap ETF worth $647K as of Q3 2026.
  • Fiduciary Financial Group sold 551 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $164K.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Fiduciary Financial Group's portfolio in Q3 2026, its #156 holding.
  • Fiduciary Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 10 quarters since.
  • Fiduciary Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $857K in Q2 2026.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.