Grandview Asset Management
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Grandview Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Grandview Asset 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 		$3.64M Sell
12,783
-634
-5% -$189K 1.01% 22
2026
Q2 		$4.07M Sell
13,417
-484
-3% -$139K 1.01% 22
2026
Q1 		$3.65M Sell
13,901
-614
-4% -$166K 1.07% 21
2025
Q4 		$3.74M Sell
14,515
-972
-6% -$249K 1.03% 21
2025
Q3 		$3.94M Sell
15,487
-256
-2% -$63.5K 1.11% 21
2025
Q2 		$3.73M Sell
15,743
-598
-4% -$133K 1.19% 21
2025
Q1 		$3.62M Buy
16,341
+934
+6% +$223K 1.38% 19
2024
Q4 		$3.7M Buy
+15,407
New +$3.79M 1.36% 15
2024
Q2 		– Sell
-6,534
Closed -$1.49M – 100
2024
Q1 		$1.49M Hold
6,534
– – 0.68% 36
2023
Q4 		$1.39M Sell
6,534
-695
-10% -$134K 0.73% 34
2023
Q3 		$1.37M Buy
+7,229
New +$1.44M 0.78% 32
2023
Q2 		– Sell
-7,575
Closed -$1.44M – 108
2023
Q1 		$1.44M Sell
7,575
-246
-3% -$47.7K 0.84% 31
2022
Q4 		$1.44M Sell
7,821
-620
-7% -$115K 0.89% 30
2022
Q3 		$1.44M Sell
8,441
-159
-2% -$30K 0.92% 30
2022
Q2 		$1.51M Sell
8,600
-479
-5% -$92.5K 0.85% 32
2022
Q1 		$1.93M Sell
9,079
-151
-2% -$31.8K 0.82% 34
2021
Q4 		$2.09M Buy
+9,230
New +$2.1M 0.84% 32
2021
Q2 		– Sell
-6,255
Closed -$1.34M – 447
2021
Q1 		$1.34M Buy
+6,255
New +$1.32M 0.71% 43
2019
Q4 		– Sell
-3,516
Closed -$532K – 98
2019
Q3 		$532K Buy
3,516
+1,257
+56% +$195K 0.48% 52
2019
Q2 		$354K Buy
+2,259
New +$349K 0.33% 77

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Grandview Asset Management's VB Position: Q3 2026 in Review

Grandview Asset Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.7% in Q3 2026, selling an estimated $189K and leaving 12,783 shares worth $3.64M. The position accounts for 1.01% of the portfolio, ranked #22.

Grandview Asset Management first reported a position in VB in Q2 2019 and has held it in 20 quarters since. The position peaked at $4.07M in Q2 2026. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Grandview Asset Management held 12,783 shares of Vanguard Morningstar Small-Cap ETF worth $3.64M as of Q3 2026.
  • Grandview Asset Management sold 634 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $189K.
  • Vanguard Morningstar Small-Cap ETF made up 1.01% of Grandview Asset Management's portfolio in Q3 2026, its #22 holding.
  • Grandview Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 20 quarters since.
  • Grandview Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $4.07M in Q2 2026.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Grandview Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.