Gibson Wealth Advisors
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Gibson Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Gibson Wealth Advisors’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 		$3.01M Sell
10,585
-620
-6% -$185K 1.86% 8
2026
Q2 		$3.4M Sell
11,205
-318
-3% -$91.1K 2.12% 7
2026
Q1 		$3.02M Sell
11,523
-38
-0.3% -$10.3K 2.02% 8
2025
Q4 		$2.98M Sell
11,561
-125
-1% -$32K 2.04% 7
2025
Q3 		$2.97M Sell
11,686
-402
-3% -$100K 2.11% 7
2025
Q2 		$2.86M Sell
12,088
-134
-1% -$29.9K 2.13% 7
2025
Q1 		$2.71M Buy
12,222
+86
+0.7% +$20.5K 2.17% 7
2024
Q4 		$2.92M Buy
12,136
+329
+3% +$81K 2.41% 6
2024
Q3 		$2.8M Buy
11,807
+28
+0.2% +$6.36K 2.28% 6
2024
Q2 		$2.57M Sell
11,779
-184
-2% -$40.4K 2.4% 6
2024
Q1 		$2.73M Buy
+11,963
New +$2.57M 2.64% 6
2022
Q4 		$143M Buy
773,563
+759,660
+5,464% +$141M 2.76% 6
2022
Q3 		$2.38M Sell
13,903
-1,922
-12% -$363K 2.73% 6
2022
Q2 		$2.79M Sell
15,825
-320
-2% -$61.8K 3.11% 6
2022
Q1 		$3.43M Sell
16,145
-279
-2% -$58.7K 3.5% 6
2021
Q4 		$3.71M Buy
+16,424
New +$3.73M 3.82% 6

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 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
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Gibson Wealth Advisors's VB Position: Q3 2026 in Review

Gibson Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.5% in Q3 2026, selling an estimated $185K and leaving 10,585 shares worth $3.01M. The position accounts for 1.86% of the portfolio, ranked #8.

Gibson Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 16 quarters since. The position peaked at $143M in Q4 2022. 789 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Gibson Wealth Advisors held 10,585 shares of Vanguard Morningstar Small-Cap ETF worth $3.01M as of Q3 2026.
  • Gibson Wealth Advisors sold 620 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $185K.
  • Vanguard Morningstar Small-Cap ETF made up 1.86% of Gibson Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Gibson Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Gibson Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $143M in Q4 2022.
  • 789 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Gibson Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.