First Business Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

First Business Financial Services’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	$1.44M	Hold	5,070	–	–	0.11%	76
2026 Q2	$1.54M	Hold	5,070	–	–	0.12%	72
2026 Q1	$1.33M	Buy	5,070 +31	+0.6%	+$8.39K	0.12%	70
2025 Q4	$1.3M	Hold	5,039	–	–	0.12%	71
2025 Q3	$1.28M	Sell	5,039 -2,557	-34%	-$634K	0.12%	73
2025 Q2	$1.8M	Buy	7,596 +2,467	+48%	+$550K	0.16%	61
2025 Q1	$1.14M	Hold	5,129	–	–	0.11%	79
2024 Q4	$1.23M	Hold	5,129	–	–	0.12%	77
2024 Q3	$1.22M	Hold	5,129	–	–	0.12%	73
2024 Q2	$1.12M	Hold	5,129	–	–	0.12%	73
2024 Q1	$1.17M	Sell	5,129 -4	-0.1%	-$860	0.13%	70
2023 Q4	$1.1M	Sell	5,133 -1,299	-20%	-$250K	0.13%	68
2023 Q3	$1.22M	Buy	6,432 +659	+11%	+$131K	0.16%	65
2023 Q2	$1.15M	Buy	5,773 +37	+0.6%	+$6.99K	0.14%	70
2023 Q1	$1.09M	Hold	5,736	–	–	0.14%	73
2022 Q4	$1.05M	Hold	5,736	–	–	0.14%	71
2022 Q3	$980K	Hold	5,736	–	–	0.14%	71
2022 Q2	$1.01M	Hold	5,736	–	–	0.14%	69
2022 Q1	$1.22M	Hold	5,736	–	–	0.13%	67
2021 Q4	$1.3M	Buy	5,736 +1,089	+23%	+$247K	0.14%	64
2021 Q3	$1.02M	Hold	4,647	–	–	0.12%	68
2021 Q2	$1.05M	Buy	4,647 +1,070	+30%	+$237K	0.12%	61
2021 Q1	$766K	Buy	3,577 +125	+4%	+$26.3K	0.1%	73
2020 Q4	$672K	Hold	3,452	–	–	0.1%	72
2020 Q3	$531K	Hold	3,452	–	–	0.09%	72
2020 Q2	$503K	Sell	3,452 -75	-2%	-$10.1K	0.09%	71
2020 Q1	$407K	Hold	3,527	–	–	0.08%	71
2019 Q4	$584K	Sell	3,527 -318	-8%	-$50.7K	0.09%	65
2019 Q3	$592K	Hold	3,845	–	–	0.1%	65
2019 Q2	$602K	Hold	3,845	–	–	0.1%	61
2019 Q1	$588K	Hold	3,845	–	–	0.1%	60
2018 Q4	$508K	Buy	+3,845	New	+$560K	0.09%	88

Other funds holding VB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Business Financial Services's VB Position: Q3 2026 in Review

First Business Financial Services held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 5,070 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #76.

First Business Financial Services first reported a position in VB in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.8M in Q2 2025. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

First Business Financial Services held 5,070 shares of Vanguard Morningstar Small-Cap ETF worth $1.44M as of Q3 2026.
First Business Financial Services left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.11% of First Business Financial Services's portfolio in Q3 2026, its #76 holding.
First Business Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 32 quarters since.
First Business Financial Services's Vanguard Morningstar Small-Cap ETF position peaked at $1.8M in Q2 2025.
2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on First Business Financial Services's 13F filing for Q3 2026, filed 29 Oct 2026.