Five Pine Wealth Management
VB icon

Five Pine Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Five Pine 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 		$9.12M Buy
32,075
+85
+0.3% +$25.3K 5.16% 7
2026
Q2 		$9.7M Sell
31,990
-807
-2% -$231K 5.49% 7
2026
Q1 		$8.59M Buy
32,797
+47
+0.1% +$12.7K 5.34% 7
2025
Q4 		$8.45M Buy
32,750
+404
+1% +$104K 5.42% 7
2025
Q3 		$8.22M Buy
32,346
+221
+0.7% +$54.8K 5.56% 6
2025
Q2 		$7.62M Buy
32,125
+966
+3% +$216K 5.64% 6
2025
Q1 		$6.91M Buy
31,159
+1,502
+5% +$359K 5.63% 6
2024
Q4 		$7.13M Buy
+29,657
New +$7.3M 6.01% 6

Other funds holding VB

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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 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
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Five Pine Wealth Management's VB Position: Q3 2026 in Review

Five Pine Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.27% in Q3 2026, buying an estimated $25.3K and bringing the position to 32,075 shares worth $9.12M. The position accounts for 5.16% of the portfolio, ranked #7.

Five Pine Wealth Management first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.7M in Q2 2026. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Five Pine Wealth Management held 32,075 shares of Vanguard Morningstar Small-Cap ETF worth $9.12M as of Q3 2026.
  • Five Pine Wealth Management bought 85 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $25.3K.
  • Vanguard Morningstar Small-Cap ETF made up 5.16% of Five Pine Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Five Pine Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • Five Pine Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $9.7M in Q2 2026.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.