Graves Light Lenhart Wealth
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Graves Light Lenhart Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Graves Light Lenhart Wealth’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 		$3.07M Sell
10,795
-387
-3% -$115K 0.29% 50
2026
Q2 		$3.39M Sell
11,182
-14
-0.1% -$4.01K 0.32% 49
2026
Q1 		$2.93M Buy
11,196
+126
+1% +$34.1K 0.31% 51
2025
Q4 		$2.86M Buy
11,070
+137
+1% +$35.1K 0.3% 51
2025
Q3 		$2.78M Buy
10,933
+258
+2% +$64K 0.31% 53
2025
Q2 		$2.53M Hold
10,675
– – 0.3% 54
2025
Q1 		$2.37M Buy
10,675
+27
+0.3% +$6.45K 0.29% 55
2024
Q4 		$2.56M Hold
10,648
– – 0.32% 55
2024
Q3 		$2.53M Sell
10,648
-504
-5% -$115K 0.31% 57
2024
Q2 		$2.41M Hold
11,152
– – 0.28% 58
2024
Q1 		$2.55M Sell
11,152
-101
-0.9% -$21.7K 0.3% 55
2023
Q4 		$2.4M Sell
11,253
-183
-2% -$35.3K 0.3% 58
2023
Q3 		$2.12M Buy
11,436
+29
+0.3% +$5.78K 0.29% 58
2023
Q2 		$2.27M Hold
11,407
– – 0.31% 60
2023
Q1 		$2.16M Buy
11,407
+405
+4% +$78.5K 0.33% 58
2022
Q4 		$2.02M Buy
11,002
+1,145
+12% +$212K 0.31% 66
2022
Q3 		$1.68M Buy
9,857
+193
+2% +$36.4K 0.28% 67
2022
Q2 		$1.7M Buy
9,664
+6,841
+242% +$1.32M 0.26% 67
2022
Q1 		$600K Buy
2,823
+20
+0.7% +$4.21K 0.08% 101
2021
Q4 		$634K Buy
2,803
+35
+1% +$7.95K 0.09% 98
2021
Q3 		$605K Hold
2,768
– – 0.1% 93
2021
Q2 		$624K Hold
2,768
– – 0.1% 90
2021
Q1 		$593K Sell
2,768
-28
-1% -$5.9K 0.1% 91
2020
Q4 		$544K Sell
2,796
-33
-1% -$5.82K 0.1% 91
2020
Q3 		$435K Sell
2,829
-10
-0.4% -$1.54K 0.1% 96
2020
Q2 		$414K Buy
2,839
+370
+15% +$49.7K 0.1% 98
2020
Q1 		$285K Buy
2,469
+36
+1% +$5.41K 0.08% 115
2019
Q4 		$403K Hold
2,433
– – 0.08% 113
2019
Q3 		$381K Buy
2,433
+190
+8% +$29.5K 0.08% 117
2019
Q2 		$351K Buy
2,243
+14
+0.6% +$2.16K 0.08% 111
2019
Q1 		$341K Buy
+2,229
New +$331K 0.09% 102

Other funds holding VB

Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Graves Light Lenhart Wealth's VB Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.5% in Q3 2026, selling an estimated $115K and leaving 10,795 shares worth $3.07M. The position accounts for 0.29% of the portfolio, ranked #50.

Graves Light Lenhart Wealth first reported a position in VB in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.39M in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Graves Light Lenhart Wealth held 10,795 shares of Vanguard Morningstar Small-Cap ETF worth $3.07M as of Q3 2026.
  • Graves Light Lenhart Wealth sold 387 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $115K.
  • Vanguard Morningstar Small-Cap ETF made up 0.29% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #50 holding.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $3.39M in Q2 2026.
  • 1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.