Financial Gravity Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Financial Gravity Asset Management’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 Q1	$27K	Hold	103	–	–	﹤0.01%	402
2025 Q4	$26.6K	Hold	103	–	–	0.01%	331
2025 Q3	$26.2K	Buy	+103	New	+$25.5K	0.01%	381
2025 Q1	$29.7K	Buy	+134	New	+$32K	0.01%	411
2024 Q2	$90.1K	Sell	338 -294	-47%	-$64.6K	0.02%	199
2024 Q1	$135K	Hold	632	–	–	0.04%	163
2023 Q4	$135K	Buy	+632	New	+$122K	0.04%	163
2019 Q4	–	Sell	-41	Closed	-$6K	–	1706
2019 Q3	$6K	Hold	41	–	–	0.01%	676
2019 Q2	$6K	Hold	41	–	–	﹤0.01%	667
2019 Q1	$6K	Buy	+41	New	+$6.09K	﹤0.01%	659
2018 Q3	$6K	Buy	41 +21	+105%	+$3.4K	0.01%	703
2018 Q2	$3K	Sell	20 -379	-95%	-$58K	﹤0.01%	922
2018 Q1	$59K	Buy	+399	New	+$59.6K	0.06%	270

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Gravity Asset Management's VB Position: Q1 2026 in Review

Financial Gravity Asset Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 103 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Financial Gravity Asset Management first reported a position in VB in Q1 2018 and has held it in 13 quarters since. The position peaked at $135K in Q1 2024. 2,400 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Financial Gravity Asset Management held 103 shares of Vanguard Morningstar Small-Cap ETF worth $27K as of Q1 2026.
Financial Gravity Asset Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #402 holding.
Financial Gravity Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $135K in Q1 2024.
2,400 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.