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

Financial Consulate’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	$4.55K	Buy	+16	New	+$4.76K	﹤0.01%	923
2018 Q1	–	Sell	-3,086	Closed	-$456K	–	123
2017 Q4	$456K	Sell	3,086 -498	-14%	-$72K	0.23%	66
2017 Q3	$506K	Buy	3,584 +198	+6%	+$27K	0.28%	63
2017 Q2	$459K	Sell	3,386 -363	-10%	-$48.6K	0.27%	63
2017 Q1	$500K	Buy	3,749 +943	+34%	+$125K	0.32%	57
2016 Q4	$362K	Buy	2,806 +422	+18%	+$52.4K	0.26%	56
2016 Q3	$291K	Buy	2,384 +83	+4%	+$10K	0.26%	54
2016 Q2	$266K	Buy	2,301 +193	+9%	+$21.9K	0.2%	59
2016 Q1	$235K	Buy	2,108 +38	+2%	+$3.94K	0.16%	64
2015 Q4	$229K	Buy	2,070 +132	+7%	+$15K	0.16%	62
2015 Q3	$209K	Buy	+1,938	New	+$227K	0.18%	59
2015 Q1	–	Sell	-2,394	Closed	-$279K	–	68
2014 Q4	$279K	Buy	+2,394	New	+$272K	0.18%	59

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

Financial Consulate's VB Position: Q3 2026 in Review

Financial Consulate opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 16 shares worth $4.55K. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings. This is a return to the name: Financial Consulate previously reported a position in VB as recently as Q4 2017.

Financial Consulate first reported a position in VB in Q4 2014 and has held it in 12 quarters since. The position peaked at $506K in Q3 2017. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Financial Consulate held 16 shares of Vanguard Morningstar Small-Cap ETF worth $4.55K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Financial Consulate position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #923 holding.
Financial Consulate first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and has held it in 12 quarters since.
Financial Consulate's Vanguard Morningstar Small-Cap ETF position peaked at $506K in Q3 2017.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.