GFA
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Gladwyn Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Gladwyn Financial 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 		$117K Buy
412
+1
+0.2% +$298 0.07% 49
2026
Q2 		$124K Sell
411
-145
-26% -$41.6K 0.08% 49
2026
Q1 		$146K Buy
556
+2
+0.4% +$541 0.1% 48
2025
Q4 		$143K Sell
554
-22
-4% -$5.64K 0.1% 49
2025
Q3 		$147K Buy
576
+1
+0.2% +$248 0.11% 47
2025
Q2 		$136K Buy
+575
New +$128K 0.11% 47

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

Gladwyn Financial Advisors's VB Position: Q3 2026 in Review

Gladwyn Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.24% in Q3 2026, buying an estimated $298 and bringing the position to 412 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #49.

Gladwyn Financial Advisors first reported a position in VB in Q2 2025 and has held it in 6 quarters since. The position peaked at $147K in Q3 2025. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Gladwyn Financial Advisors held 412 shares of Vanguard Morningstar Small-Cap ETF worth $117K as of Q3 2026.
  • Gladwyn Financial Advisors bought 1 Vanguard Morningstar Small-Cap ETF share in Q3 2026, an estimated $298.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of Gladwyn Financial Advisors's portfolio in Q3 2026, its #49 holding.
  • Gladwyn Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Gladwyn Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $147K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.