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Galvin Gaustad & Stein’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Galvin Gaustad & Stein’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 		$2.95M Sell
10,357
-915
-8% -$272K 0.22% 85
2026
Q2 		$3.42M Sell
11,272
-260
-2% -$74.5K 0.25% 82
2026
Q1 		$3.02M Sell
11,532
-6,824
-37% -$1.85M 0.24% 79
2025
Q4 		$4.74M Sell
18,356
-1,341
-7% -$344K 0.37% 71
2025
Q3 		$5.01M Sell
19,697
-2,957
-13% -$733K 0.41% 65
2025
Q2 		$5.37M Buy
22,654
+387
+2% +$86.3K 0.46% 62
2025
Q1 		$4.94M Sell
22,267
-529
-2% -$126K 0.44% 60
2024
Q4 		$5.48M Sell
22,796
-538
-2% -$132K 0.49% 57
2024
Q3 		$5.54M Sell
23,334
-1,099
-4% -$250K 0.49% 55
2024
Q2 		$5.33M Sell
24,433
-1,195
-5% -$262K 0.5% 54
2024
Q1 		$5.86M Sell
25,628
-569
-2% -$122K 0.54% 52
2023
Q4 		$5.59M Sell
26,197
-374
-1% -$72.1K 0.52% 52
2023
Q3 		$5.02M Sell
26,571
-667
-2% -$133K 0.51% 54
2023
Q2 		$5.42M Sell
27,238
-1,013
-4% -$191K 0.53% 54
2023
Q1 		$5.36M Sell
28,251
-1,203
-4% -$233K 0.53% 54
2022
Q4 		$5.41M Buy
29,454
+370
+1% +$68.6K 0.54% 55
2022
Q3 		$4.97M Sell
29,084
-406
-1% -$76.7K 0.53% 60
2022
Q2 		$5.19M Sell
29,490
-2,152
-7% -$416K 0.53% 60
2022
Q1 		$6.72M Sell
31,642
-544
-2% -$115K 0.61% 61
2021
Q4 		$7.27M Buy
32,186
+1,922
+6% +$437K 0.63% 58
2021
Q3 		$6.62M Sell
30,264
-450
-1% -$100K 0.64% 55
2021
Q2 		$6.92M Buy
30,714
+264
+0.9% +$58.5K 0.66% 56
2021
Q1 		$6.52M Sell
30,450
-772
-2% -$163K 0.66% 57
2020
Q4 		$6.08M Buy
+31,222
New +$5.51M 0.64% 56

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Galvin Gaustad & Stein's VB Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.1% in Q3 2026, selling an estimated $272K and leaving 10,357 shares worth $2.95M. The position accounts for 0.22% of the portfolio, ranked #85.

Galvin Gaustad & Stein first reported a position in VB in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.27M in Q4 2021. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Galvin Gaustad & Stein held 10,357 shares of Vanguard Morningstar Small-Cap ETF worth $2.95M as of Q3 2026.
  • Galvin Gaustad & Stein sold 915 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $272K.
  • Vanguard Morningstar Small-Cap ETF made up 0.22% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #85 holding.
  • Galvin Gaustad & Stein first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's Vanguard Morningstar Small-Cap ETF position peaked at $7.27M in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.