GIA
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Guyasuta Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Guyasuta Investment Advisors’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
Q2 		$1.04M Sell
3,420
-20
-0.6% -$5.73K 0.05% 131
2026
Q1 		$901K Buy
3,440
+240
+8% +$64.9K 0.05% 130
2025
Q4 		$825K Buy
3,200
+1
+0% +$256 0.05% 134
2025
Q3 		$814K Sell
3,199
-672
-17% -$167K 0.05% 139
2025
Q2 		$917K Buy
3,871
+480
+14% +$107K 0.06% 130
2025
Q1 		$752K Sell
3,391
-61
-2% -$14.6K 0.05% 132
2024
Q4 		$829K Buy
3,452
+355
+11% +$87.3K 0.05% 131
2024
Q3 		$735K Sell
3,097
-135
-4% -$30.7K 0.05% 146
2024
Q2 		$690K Hold
3,232
– – 0.05% 132
2024
Q1 		$690K Hold
3,232
– – 0.05% 132
2023
Q4 		$690K Buy
3,232
+3
+0.1% +$578 0.05% 132
2023
Q3 		$611K Buy
3,229
+3
+0.1% +$598 0.05% 137
2023
Q2 		$642K Buy
3,226
+506
+19% +$95.6K 0.05% 131
2023
Q1 		$516K Buy
2,720
+242
+10% +$46.9K 0.04% 149
2022
Q4 		$455K Buy
2,478
+2
+0.1% +$371 0.04% 150
2022
Q3 		$423K Buy
2,476
+2
+0.1% +$378 0.04% 155
2022
Q2 		$436K Buy
2,474
+51
+2% +$9.85K 0.03% 181
2022
Q1 		$515K Buy
2,423
+792
+49% +$167K 0.04% 184
2021
Q4 		$369K Hold
1,631
– – 0.02% 215
2021
Q3 		$357K Hold
1,631
– – 0.03% 209
2021
Q2 		$367K Hold
1,631
– – 0.03% 206
2021
Q1 		$349K Buy
1,631
+45
+3% +$9.48K 0.03% 199
2020
Q4 		$309K Buy
+1,586
New +$280K 0.03% 194
2018
Q1 		– Sell
-3,836
Closed -$567K – 230
2017
Q4 		$567K Buy
3,836
+1,336
+53% +$193K 0.06% 135
2017
Q3 		$353K Hold
2,500
– – 0.04% 168
2017
Q2 		$339K Hold
2,500
– – 0.04% 164
2017
Q1 		$333K Buy
+2,500
New +$331K 0.04% 171

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Guyasuta Investment Advisors's VB Position: Q2 2026 in Review

Guyasuta Investment Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.58% in Q2 2026, selling an estimated $5.73K and leaving 3,420 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #131.

Guyasuta Investment Advisors first reported a position in VB in Q1 2017 and has held it in 27 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Guyasuta Investment Advisors held 3,420 shares of Vanguard Morningstar Small-Cap ETF worth $1.04M as of Q2 2026.
  • Guyasuta Investment Advisors sold 20 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • Guyasuta Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 27 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.