Grange Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Grange Capital’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	–	Sell	-3,460	Closed	-$1.05M	–	53
2026 Q2	$1.05M	Sell	3,460 -119	-3%	-$34.1K	0.97%	27
2026 Q1	$937K	Sell	3,579 -1,810	-34%	-$490K	0.93%	31
2025 Q4	$1.39M	Sell	5,389 -349	-6%	-$89.4K	1.33%	26
2025 Q3	$1.46M	Sell	5,738 -213	-4%	-$52.8K	1.41%	26
2025 Q2	$1.41M	Sell	5,951 -7,611	-56%	-$1.7M	1.47%	24
2025 Q1	$3.01M	Sell	13,562 -541	-4%	-$129K	3.51%	7
2024 Q4	$3.39M	Buy	+14,103	New	+$3.47M	3.55%	7

Other funds holding VB

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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Grange Capital's VB Position: Q3 2026 in Review

Grange Capital sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026, closing a stake of 3,460 shares — an estimated $1.05M sold.

Grange Capital first reported a position in VB in Q4 2024 and held it in 7 quarters. The position peaked at $3.39M in Q4 2024. 645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Grange Capital reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Grange Capital sold 3,460 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $1.05M.
Grange Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and held it in 7 quarters.
Grange Capital's Vanguard Morningstar Small-Cap ETF position peaked at $3.39M in Q4 2024.
645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Grange Capital's 13F filing for Q3 2026, filed 20 Oct 2026.