Granite FO LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Granite FO LLC’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	$93.3K	Hold	328	–	–	0.05%	65
2026 Q2	$99.4K	Hold	328	–	–	0.05%	61
2026 Q1	$85.9K	Hold	328	–	–	0.05%	66
2025 Q4	$84.6K	Hold	328	–	–	0.05%	71
2025 Q3	$83.4K	Hold	328	–	–	0.05%	75
2025 Q2	$77.7K	Hold	328	–	–	0.04%	76
2025 Q1	$72.7K	Hold	328	–	–	0.04%	76
2024 Q4	$78.8K	Hold	328	–	–	0.05%	72
2024 Q3	$77.8K	Buy	+328	New	+$74.5K	0.04%	76
2024 Q2	–	Sell	-328	Closed	-$75.7K	–	182
2024 Q1	$75.7K	Hold	328	–	–	0.04%	81
2023 Q4	$70K	Hold	328	–	–	0.05%	90
2023 Q3	$62K	Hold	328	–	–	0.04%	93
2023 Q2	$65.2K	Hold	328	–	–	0.04%	101
2023 Q1	$61.4K	Buy	328 +3	+0.9%	+$582	0.04%	141
2022 Q4	$63.7K	Buy	+325	New	+$60.2K	0.05%	94

Other funds holding VB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Granite FO LLC's VB Position: Q3 2026 in Review

Granite FO LLC held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 328 shares worth $93.3K. The position accounts for 0.05% of the portfolio, ranked #65.

Granite FO LLC first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $99.4K in Q2 2026. 1,265 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Granite FO LLC held 328 shares of Vanguard Morningstar Small-Cap ETF worth $93.3K as of Q3 2026.
Granite FO LLC left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Granite FO LLC's portfolio in Q3 2026, its #65 holding.
Granite FO LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Granite FO LLC's Vanguard Morningstar Small-Cap ETF position peaked at $99.4K in Q2 2026.
1,265 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.