FAG
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Fortitude Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Fortitude Advisory Group’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 		$785K Buy
2,758
+435
+19% +$130K 0.3% 70
2026
Q2 		$704K Buy
2,323
+289
+14% +$82.8K 0.27% 83
2026
Q1 		$533K Buy
2,034
+483
+31% +$131K 0.24% 90
2025
Q4 		$400K Sell
1,551
-214
-12% -$54.8K 0.17% 102
2025
Q3 		$449K Buy
1,765
+537
+44% +$133K 0.24% 88
2025
Q2 		$291K Sell
1,228
-126
-9% -$28.1K 0.17% 139
2025
Q1 		$278K Sell
1,354
-999
-42% -$239K 0.2% 123
2024
Q4 		$565K Buy
2,353
+108
+5% +$26.6K 0.34% 60
2024
Q3 		$533K Sell
2,245
-233
-9% -$52.9K 0.34% 62
2024
Q2 		$540K Buy
2,478
+155
+7% +$34K 0.32% 61
2024
Q1 		$531K Buy
2,323
+141
+6% +$30.3K 0.3% 75
2023
Q4 		$465K Sell
2,182
-86
-4% -$16.6K 0.28% 76
2023
Q3 		$429K Buy
2,268
+116
+5% +$23.1K 0.29% 77
2023
Q2 		$428K Buy
2,152
+267
+14% +$50.5K 0.31% 81
2023
Q1 		$357K Buy
1,885
+215
+13% +$41.7K 0.28% 94
2022
Q4 		$307K Buy
+1,670
New +$310K 0.26% 115
2022
Q2 		– Sell
-1,573
Closed -$334K – 1238
2022
Q1 		$334K Buy
1,573
+90
+6% +$18.9K 0.18% 109
2021
Q4 		$335K Buy
+1,483
New +$337K 0.17% 115

Other funds holding VB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Fortitude Advisory Group's VB Position: Q3 2026 in Review

Fortitude Advisory Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q3 2026, buying an estimated $130K and bringing the position to 2,758 shares worth $785K. The position accounts for 0.3% of the portfolio, ranked #70.

Fortitude Advisory Group first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Fortitude Advisory Group held 2,758 shares of Vanguard Morningstar Small-Cap ETF worth $785K as of Q3 2026.
  • Fortitude Advisory Group bought 435 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $130K.
  • Vanguard Morningstar Small-Cap ETF made up 0.3% of Fortitude Advisory Group's portfolio in Q3 2026, its #70 holding.
  • Fortitude Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.