Greenhouse Wealth Management
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Greenhouse Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Greenhouse Wealth 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 		$7.35M Buy
25,843
+908
+4% +$270K 5.06% 6
2026
Q2 		$7.56M Sell
24,935
-1,000
-4% -$287K 5.31% 5
2026
Q1 		$6.78M Buy
25,935
+18
+0.1% +$4.87K 4.2% 8
2025
Q4 		$6.69M Buy
25,917
+120
+0.5% +$30.7K 3.95% 7
2025
Q3 		$6.56M Sell
25,797
-272
-1% -$67.5K 3.94% 7
2025
Q2 		$6.18M Buy
26,069
+2,289
+10% +$511K 3.98% 7
2025
Q1 		$5.27M Sell
23,780
-39
-0.2% -$9.31K 3.94% 6
2024
Q4 		$5.72M Buy
23,819
+413
+2% +$102K 3.78% 7
2024
Q3 		$5.55M Buy
23,406
+763
+3% +$173K 3.74% 7
2024
Q2 		$4.94M Buy
22,643
+425
+2% +$93.3K 3.6% 6
2024
Q1 		$5.08M Sell
22,218
-172
-0.8% -$37K 3.81% 6
2023
Q4 		$4.78M Buy
22,390
+16
+0.1% +$3.08K 3.86% 6
2023
Q3 		$4.23M Buy
22,374
+776
+4% +$155K 3.8% 6
2023
Q2 		$4.3M Buy
21,598
+10
+0% +$1.89K 3.79% 6
2023
Q1 		$4.09M Sell
21,588
-202
-0.9% -$39.2K 3.86% 5
2022
Q4 		$4M Sell
21,790
-720
-3% -$133K 4.03% 5
2022
Q3 		$3.85M Buy
22,510
+2,277
+11% +$430K 4.27% 5
2022
Q2 		$3.56M Buy
20,233
+403
+2% +$77.8K 3.82% 5
2022
Q1 		$4.21M Buy
19,830
+229
+1% +$48.2K 3.94% 5
2021
Q4 		$4.43M Sell
19,601
-171
-0.9% -$38.9K 3.96% 5
2021
Q3 		$4.32M Buy
19,772
+1,002
+5% +$223K 4.1% 5
2021
Q2 		$4.23M Buy
18,770
+477
+3% +$106K 3.92% 5
2021
Q1 		$3.92M Buy
18,293
+637
+4% +$134K 3.89% 5
2020
Q4 		$3.44M Buy
+17,656
New +$3.11M 3.39% 5

Other funds holding VB

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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 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
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Greenhouse Wealth Management's VB Position: Q3 2026 in Review

Greenhouse Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.6% in Q3 2026, buying an estimated $270K and bringing the position to 25,843 shares worth $7.35M. The position accounts for 5.06% of the portfolio, ranked #6.

Greenhouse Wealth Management first reported a position in VB in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.56M in Q2 2026. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Greenhouse Wealth Management held 25,843 shares of Vanguard Morningstar Small-Cap ETF worth $7.35M as of Q3 2026.
  • Greenhouse Wealth Management bought 908 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $270K.
  • Vanguard Morningstar Small-Cap ETF made up 5.06% of Greenhouse Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Greenhouse Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Greenhouse Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $7.56M in Q2 2026.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Greenhouse Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.