FreeGulliver LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

FreeGulliver LLC’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	$1.01M	Sell	3,546 -75	-2%	-$22.3K	0.46%	29
2026 Q2	$1.1M	Sell	3,621 -23	-0.6%	-$6.59K	0.39%	33
2026 Q1	$954K	Buy	3,644 +14	+0.4%	+$3.79K	0.4%	34
2025 Q4	$936K	Buy	3,630 +10	+0.3%	+$2.56K	0.34%	35
2025 Q3	$920K	Buy	3,620 +21	+0.6%	+$5.21K	0.41%	35
2025 Q2	$853K	Buy	3,599 +1	+0%	+$223	0.39%	34
2025 Q1	$798K	Sell	3,598 -320	-8%	-$76.4K	0.39%	36
2024 Q4	$941K	Buy	3,918 +35	+0.9%	+$8.61K	0.45%	33
2024 Q3	$921K	Sell	3,883 -12	-0.3%	-$2.73K	0.55%	27
2024 Q2	$849K	Buy	3,895 +139	+4%	+$30.5K	0.58%	29
2024 Q1	$859K	Buy	3,756 +11	+0.3%	+$2.37K	0.76%	22
2023 Q4	$799K	Buy	+3,745	New	+$722K	1.06%	16

Other funds holding VB

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

Mariner Overland Park, Kansas $100B AUM 26.06% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

FreeGulliver LLC's VB Position: Q3 2026 in Review

FreeGulliver LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.1% in Q3 2026, selling an estimated $22.3K and leaving 3,546 shares worth $1.01M. The position accounts for 0.46% of the portfolio, ranked #29.

FreeGulliver LLC first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2026. 1,862 funds tracked by Wall St. Rank hold VB as of Q3 2026.

FreeGulliver LLC held 3,546 shares of Vanguard Morningstar Small-Cap ETF worth $1.01M as of Q3 2026.
FreeGulliver LLC sold 75 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $22.3K.
Vanguard Morningstar Small-Cap ETF made up 0.46% of FreeGulliver LLC's portfolio in Q3 2026, its #29 holding.
FreeGulliver LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
FreeGulliver LLC's Vanguard Morningstar Small-Cap ETF position peaked at $1.1M in Q2 2026.
1,862 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on FreeGulliver LLC's 13F filing for Q3 2026, filed 10 Nov 2026.