Financial Futures
VB icon

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

Financial Futures’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 		$11.2M Buy
39,531
+1,036
+3% +$308K 4.17% 10
2026
Q2 		$11.7M Buy
38,495
+439
+1% +$126K 4.44% 9
2026
Q1 		$10M Buy
38,056
+1,800
+5% +$487K 4.38% 10
2025
Q4 		$9.35M Buy
36,256
+3,248
+10% +$832K 4.33% 10
2025
Q3 		$8.39M Buy
33,008
+877
+3% +$218K 4.08% 10
2025
Q2 		$7.61M Buy
32,131
+10,563
+49% +$2.36M 4.08% 10
2025
Q1 		$4.78M Buy
21,568
+1,676
+8% +$400K 2.71% 15
2024
Q4 		$4.78M Sell
19,892
-1,140
-5% -$281K 2.71% 14
2024
Q3 		$4.99M Sell
21,032
-218
-1% -$49.5K 2.86% 15
2024
Q2 		$4.63M Sell
21,250
-20
-0.1% -$4.39K 2.87% 17
2024
Q1 		$4.86M Buy
21,270
+1,448
+7% +$311K 3.22% 15
2023
Q4 		$4.23M Buy
19,822
+60
+0.3% +$11.6K 3.18% 17
2023
Q3 		$3.74M Buy
19,762
+738
+4% +$147K 3.05% 17
2023
Q2 		$3.78M Buy
19,024
+1,754
+10% +$331K 2.99% 16
2023
Q1 		$3.27M Buy
17,270
+47
+0.3% +$9.12K 2.76% 13
2022
Q4 		$3.16M Buy
17,223
+1,725
+11% +$320K 2.85% 13
2022
Q3 		$2.65M Buy
15,498
+3,341
+27% +$631K 2.53% 15
2022
Q2 		$2.14M Sell
12,157
-14,381
-54% -$2.78M 2.11% 16
2022
Q1 		$5.64M Buy
26,538
+2,869
+12% +$604K 4.41% 6
2021
Q4 		$5.35M Buy
+23,669
New +$5.38M 4.38% 8

Other funds holding VB

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
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Financial Futures's VB Position: Q3 2026 in Review

Financial Futures increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.7% in Q3 2026, buying an estimated $308K and bringing the position to 39,531 shares worth $11.2M. The position accounts for 4.17% of the portfolio, ranked #10.

Financial Futures first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.7M in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Financial Futures held 39,531 shares of Vanguard Morningstar Small-Cap ETF worth $11.2M as of Q3 2026.
  • Financial Futures bought 1,036 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $308K.
  • Vanguard Morningstar Small-Cap ETF made up 4.17% of Financial Futures's portfolio in Q3 2026, its #10 holding.
  • Financial Futures first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Financial Futures's Vanguard Morningstar Small-Cap ETF position peaked at $11.7M in Q2 2026.
  • 1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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