Foster Group
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Foster Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Foster 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 		$306K Buy
1,076
+42
+4% +$12.5K 0.01% 242
2026
Q2 		$313K Sell
1,034
-54
-5% -$15.5K 0.01% 239
2026
Q1 		$285K Buy
1,088
+35
+3% +$9.47K 0.01% 218
2025
Q4 		$272K Buy
1,053
+144
+16% +$36.9K 0.01% 230
2025
Q3 		$231K Buy
909
+16
+2% +$3.97K 0.01% 242
2025
Q2 		$212K Buy
+893
New +$199K 0.01% 242
2024
Q4 		– Sell
-884
Closed -$210K – 211
2024
Q3 		$210K Buy
+884
New +$201K 0.01% 193
2024
Q2 		– Sell
-1,082
Closed -$247K – 203
2024
Q1 		$247K Buy
+1,082
New +$233K 0.01% 180
2023
Q3 		– Sell
-1,606
Closed -$319K – 174
2023
Q2 		$319K Buy
1,606
+244
+18% +$46.1K 0.02% 133
2023
Q1 		$258K Buy
+1,362
New +$264K 0.02% 141
2022
Q2 		– Sell
-1,026
Closed -$218K – 149
2022
Q1 		$218K Buy
1,026
+66
+7% +$13.9K 0.02% 132
2021
Q4 		$217K Buy
960
+33
+4% +$7.5K 0.02% 131
2021
Q3 		$203K Sell
927
-54
-6% -$12K 0.02% 138
2021
Q2 		$221K Buy
981
+29
+3% +$6.43K 0.03% 128
2021
Q1 		$204K Sell
952
-99
-9% -$20.9K 0.03% 124
2020
Q4 		$205K Buy
+1,051
New +$185K 0.04% 103

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Foster Group's VB Position: Q3 2026 in Review

Foster Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.1% in Q3 2026, buying an estimated $12.5K and bringing the position to 1,076 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #242.

Foster Group first reported a position in VB in Q4 2020 and has held it in 16 quarters since. The position peaked at $319K in Q2 2023. 564 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Foster Group held 1,076 shares of Vanguard Morningstar Small-Cap ETF worth $306K as of Q3 2026.
  • Foster Group bought 42 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $12.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Foster Group's portfolio in Q3 2026, its #242 holding.
  • Foster Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • Foster Group's Vanguard Morningstar Small-Cap ETF position peaked at $319K in Q2 2023.
  • 564 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.