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Financial Network Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Financial Network Wealth 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
Q3 		$397K Sell
1,397
-2
-0.1% -$596 0.11% 79
2026
Q2 		$424K Sell
1,399
-72
-5% -$20.6K 0.12% 78
2026
Q1 		$385K Sell
1,471
-85
-5% -$23K 0.12% 77
2025
Q4 		$401K Sell
1,556
-11
-0.7% -$2.82K 0.12% 77
2025
Q3 		$399K Buy
+1,567
New +$389K 0.12% 77
2025
Q1 		$616K Sell
2,780
-57
-2% -$13.6K 0.22% 62
2024
Q4 		$681K Sell
2,837
-8
-0.3% -$1.97K 0.24% 57
2024
Q3 		$676K Sell
2,845
-23
-0.8% -$5.23K 0.24% 60
2024
Q2 		$627K Buy
+2,868
New +$630K 0.24% 60
2024
Q1 		– Sell
-2,868
Closed -$611K – 98
2023
Q4 		$611K Buy
2,868
+5
+0.2% +$963 0.26% 53
2023
Q3 		$534K Buy
2,863
+18
+0.6% +$3.59K 0.26% 55
2023
Q2 		$589K Sell
2,845
-726
-20% -$137K 0.27% 54
2023
Q1 		$677K Buy
3,571
+245
+7% +$47.5K 0.34% 49
2022
Q4 		$610K Buy
3,326
+2,063
+163% +$382K 0.33% 50
2022
Q3 		$216K Sell
1,263
-157
-11% -$29.6K 0.13% 84
2022
Q2 		$250K Buy
1,420
+186
+15% +$35.9K 0.15% 73
2022
Q1 		$262K Buy
1,234
+7
+0.6% +$1.47K 0.14% 88
2021
Q4 		$277K Hold
1,227
– – 0.14% 86
2021
Q3 		$268K Hold
1,227
– – 0.15% 88
2021
Q2 		$276K Hold
1,227
– – 0.16% 82
2021
Q1 		$263K Buy
+1,227
New +$258K 0.17% 85

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Financial Network Wealth Management's VB Position: Q3 2026 in Review

Financial Network Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.14% in Q3 2026, selling an estimated $596 and leaving 1,397 shares worth $397K. The position accounts for 0.11% of the portfolio, ranked #79.

Financial Network Wealth Management first reported a position in VB in Q1 2021 and has held it in 21 quarters since. The position peaked at $681K in Q4 2024. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Financial Network Wealth Management held 1,397 shares of Vanguard Morningstar Small-Cap ETF worth $397K as of Q3 2026.
  • Financial Network Wealth Management sold 2 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $596.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Financial Network Wealth Management's portfolio in Q3 2026, its #79 holding.
  • Financial Network Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Financial Network Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $681K in Q4 2024.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Financial Network Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.