Great Diamond Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Great Diamond Partners’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	$432K	Sell	1,519 -25	-2%	-$7.44K	0.07%	181
2026 Q2	$468K	Buy	1,544 +2	+0.1%	+$573	0.08%	171
2026 Q1	$404K	Buy	1,542 +75	+5%	+$20.3K	0.08%	180
2025 Q4	$378K	Hold	1,467	–	–	0.07%	179
2025 Q3	$373K	Hold	1,467	–	–	0.07%	171
2025 Q2	$348K	Buy	+1,467	New	+$327K	0.07%	174
2024 Q1	–	Sell	-1,012	Closed	-$216K	–	242
2023 Q4	$216K	Buy	+1,012	New	+$195K	0.05%	221
2020 Q1	–	Sell	-860	Closed	-$142K	–	579
2019 Q4	$142K	Buy	+860	New	+$137K	0.05%	187

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

Great Diamond Partners's VB Position: Q3 2026 in Review

Great Diamond Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.6% in Q3 2026, selling an estimated $7.44K and leaving 1,519 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #181.

Great Diamond Partners first reported a position in VB in Q4 2019 and has held it in 8 quarters since. The position peaked at $468K in Q2 2026. 1,385 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Great Diamond Partners held 1,519 shares of Vanguard Morningstar Small-Cap ETF worth $432K as of Q3 2026.
Great Diamond Partners sold 25 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $7.44K.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Great Diamond Partners's portfolio in Q3 2026, its #181 holding.
Great Diamond Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 8 quarters since.
Great Diamond Partners's Vanguard Morningstar Small-Cap ETF position peaked at $468K in Q2 2026.
1,385 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.