General Partner Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

General Partner Inc’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	$3.85M	Hold	13,534	–	–	2.06%	9
2026 Q2	$4.1M	Hold	13,534	–	–	2.21%	7
2026 Q1	$3.54M	Hold	13,534	–	–	2.16%	8
2025 Q4	$3.49M	Sell	13,534 -25	-0.2%	-$6.4K	1.98%	9
2025 Q3	$3.45M	Hold	13,559	–	–	1.9%	10
2025 Q2	$3.21M	Buy	13,559 +13,500	+22,881%	+$3.01M	1.88%	11
2025 Q1	$13.1K	Sell	59 -13,500	-100%	-$3.22M	0.01%	147
2024 Q4	$3.26M	Buy	13,559 +59	+0.4%	+$14.5K	1.96%	10
2024 Q3	$3.2M	Hold	13,500	–	–	1.99%	10
2024 Q2	$2.94M	Hold	13,500	–	–	1.88%	10
2024 Q1	$3.09M	Hold	13,500	–	–	1.94%	10
2023 Q4	$2.88M	Hold	13,500	–	–	2.42%	9
2023 Q3	$2.55M	Hold	13,500	–	–	2.28%	11
2023 Q2	$2.69M	Hold	13,500	–	–	2.24%	11
2023 Q1	$2.56M	Hold	13,500	–	–	2.25%	11
2022 Q4	$2.48M	Buy	+13,500	New	+$2.5M	2.28%	10

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

General Partner Inc's VB Position: Q3 2026 in Review

General Partner Inc held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 13,534 shares worth $3.85M. The position accounts for 2.06% of the portfolio, ranked #9.

General Partner Inc first reported a position in VB in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.1M in Q2 2026. 586 funds tracked by Wall St. Rank hold VB as of Q3 2026.

General Partner Inc held 13,534 shares of Vanguard Morningstar Small-Cap ETF worth $3.85M as of Q3 2026.
General Partner Inc left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 2.06% of General Partner Inc's portfolio in Q3 2026, its #9 holding.
General Partner Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
General Partner Inc's Vanguard Morningstar Small-Cap ETF position peaked at $4.1M in Q2 2026.
586 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on General Partner Inc's 13F filing for Q3 2026, filed 5 Oct 2026.