GWM
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Gilpin Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Gilpin Wealth Management’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 		$102K Hold
358
– – 0.07% 190
2026
Q2 		$109K Hold
358
– – 0.08% 173
2026
Q1 		$93.8K Hold
358
– – 0.07% 172
2025
Q4 		$92.3K Buy
+358
New +$91.7K 0.07% 159

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

Gilpin Wealth Management's VB Position: Q3 2026 in Review

Gilpin Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 358 shares worth $102K. The position accounts for 0.07% of the portfolio, ranked #190.

Gilpin Wealth Management first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $109K in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Gilpin Wealth Management held 358 shares of Vanguard Morningstar Small-Cap ETF worth $102K as of Q3 2026.
  • Gilpin Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of Gilpin Wealth Management's portfolio in Q3 2026, its #190 holding.
  • Gilpin Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $109K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.