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

GoalFusion 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	$16.6M	Buy	58,201 +787	+1%	+$234K	6.62%	5
2026 Q2	$17.4M	Buy	57,414 +744	+1%	+$213K	7.03%	5
2026 Q1	$14.8M	Buy	56,670 +788	+1%	+$213K	6.73%	5
2025 Q4	$14.4M	Buy	55,882 +770	+1%	+$197K	6.67%	5
2025 Q3	$14M	Buy	55,112 +652	+1%	+$162K	6.69%	5
2025 Q2	$12.9M	Buy	54,460 +1,098	+2%	+$245K	6.63%	5
2025 Q1	$11.8M	Buy	53,362 +1,751	+3%	+$418K	6.48%	5
2024 Q4	$12.4M	Buy	51,611 +348	+0.7%	+$85.6K	6.76%	5
2024 Q3	$12.2M	Buy	51,263 +3,029	+6%	+$688K	6.74%	5
2024 Q2	$10.5M	Buy	48,234 +1,139	+2%	+$250K	6.54%	5
2024 Q1	$10.8M	Buy	47,095 +542	+1%	+$117K	6.86%	5
2023 Q4	$9.9M	Buy	46,553 +444	+1%	+$85.5K	6.77%	5
2023 Q3	$8.72M	Buy	46,109 +786	+2%	+$157K	6.48%	5
2023 Q2	$9.01M	Buy	45,323 +1,143	+3%	+$216K	6.64%	5
2023 Q1	$8.37M	Sell	44,180 -2,548	-5%	-$494K	6.58%	5
2022 Q4	$9.45M	Buy	46,728 +2,367	+5%	+$439K	7.62%	5
2022 Q3	$7.58M	Buy	44,361 +1,303	+3%	+$246K	7.17%	5
2022 Q2	$7.58M	Buy	43,058 +2,472	+6%	+$477K	7.11%	5
2022 Q1	$8.62M	Buy	40,586 +4,016	+11%	+$845K	7.43%	5
2021 Q4	$7.81M	Buy	+36,570	New	+$8.31M	7.68%	4

Other funds holding VB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

GoalFusion Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.4% in Q3 2026, buying an estimated $234K and bringing the position to 58,201 shares worth $16.6M. The position accounts for 6.62% of the portfolio, ranked #5.

GoalFusion Wealth Management first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $17.4M in Q2 2026. 1,675 funds tracked by Wall St. Rank hold VB as of Q3 2026.

GoalFusion Wealth Management held 58,201 shares of Vanguard Morningstar Small-Cap ETF worth $16.6M as of Q3 2026.
GoalFusion Wealth Management bought 787 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $234K.
Vanguard Morningstar Small-Cap ETF made up 6.62% of GoalFusion Wealth Management's portfolio in Q3 2026, its #5 holding.
GoalFusion Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
GoalFusion Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $17.4M in Q2 2026.
1,675 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on GoalFusion Wealth Management's 13F filing for Q3 2026, filed 6 Oct 2026.