Global Financial Private Client
VB icon

Global Financial Private Client’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Global Financial Private Client’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 		$502K Sell
1,765
-79
-4% -$23.5K 0.14% 160
2026
Q2 		$559K Sell
1,844
-5
-0.3% -$1.43K 0.15% 155
2026
Q1 		$484K Buy
1,849
+44
+2% +$11.9K 0.16% 158
2025
Q4 		$466K Hold
1,805
– – 0.16% 150
2025
Q3 		$459K Buy
1,805
+76
+4% +$18.8K 0.16% 153
2025
Q2 		$410K Sell
1,729
-12
-0.7% -$2.68K 0.15% 155
2025
Q1 		$386K Buy
1,741
+24
+1% +$5.73K 0.15% 147
2024
Q4 		$413K Buy
1,717
+7
+0.4% +$1.72K 0.15% 147
2024
Q3 		$406K Hold
1,710
– – 0.16% 143
2024
Q2 		$373K Buy
1,710
+9
+0.5% +$1.98K 0.16% 144
2024
Q1 		$385K Buy
1,701
+22
+1% +$4.73K 0.17% 139
2023
Q4 		$358K Buy
1,679
+1,217
+263% +$234K 0.17% 140
2023
Q3 		$86.2K Hold
462
– – 0.04% 227
2023
Q2 		$92.2K Sell
462
-46
-9% -$8.69K 0.05% 227
2023
Q1 		$96.3K Hold
508
– – 0.05% 216
2022
Q4 		$93.2K Sell
508
-31
-6% -$5.75K 0.05% 206
2022
Q3 		$94.7K Sell
539
-35
-6% -$6.61K 0.05% 201
2022
Q2 		$103K Sell
574
-11
-2% -$2.12K 0.06% 186
2022
Q1 		$125K Buy
585
+123
+27% +$25.9K 0.06% 173
2021
Q4 		$104K Hold
462
– – 0.05% 199
2021
Q3 		$103K Hold
462
– – 0.05% 179
2021
Q2 		$105K Hold
462
– – 0.06% 174
2021
Q1 		$100K Sell
462
-9
-2% -$1.9K 0.07% 150
2020
Q4 		$91.9K Buy
471
+83
+21% +$14.6K 0.07% 140
2020
Q3 		$60.7K Sell
388
-21
-5% -$3.23K 0.05% 167
2020
Q2 		$59.4K Sell
409
-4,188
-91% -$562K 0.05% 189
2020
Q1 		$498K Buy
4,597
+22
+0.5% +$3.31K 0.53% 45
2019
Q4 		$758K Buy
+4,575
New +$729K 0.63% 36

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Global Financial Private Client's VB Position: Q3 2026 in Review

Global Financial Private Client reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.3% in Q3 2026, selling an estimated $23.5K and leaving 1,765 shares worth $502K. The position accounts for 0.14% of the portfolio, ranked #160.

Global Financial Private Client first reported a position in VB in Q4 2019 and has held it in 28 quarters since. The position peaked at $758K in Q4 2019. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Global Financial Private Client held 1,765 shares of Vanguard Morningstar Small-Cap ETF worth $502K as of Q3 2026.
  • Global Financial Private Client sold 79 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $23.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Global Financial Private Client's portfolio in Q3 2026, its #160 holding.
  • Global Financial Private Client first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Global Financial Private Client's Vanguard Morningstar Small-Cap ETF position peaked at $758K in Q4 2019.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.