Harmony Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Harmony Asset 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	$638K	Sell	2,241 -2,718	-55%	-$809K	0.16%	111
2026 Q2	$1.5M	Buy	4,959 +247	+5%	+$70.8K	0.4%	61
2026 Q1	$1.23M	Buy	4,712 +205	+5%	+$55.5K	0.38%	67
2025 Q4	$1.16M	Buy	4,507 +1,262	+39%	+$323K	0.39%	68
2025 Q3	$825K	Buy	3,245 +627	+24%	+$155K	0.28%	86
2025 Q2	$620K	Buy	2,618 +206	+9%	+$46K	0.23%	101
2025 Q1	$535K	Buy	2,412 +418	+21%	+$100K	0.22%	101
2024 Q4	$479K	Buy	1,994 +57	+3%	+$14K	0.19%	102
2024 Q3	$459K	Buy	1,937 +312	+19%	+$70.9K	0.17%	109
2024 Q2	$354K	Sell	1,625 -44	-3%	-$9.7K	0.15%	113
2024 Q1	$382K	Buy	+1,669	New	+$359K	0.16%	105

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Harmony Asset Management's VB Position: Q3 2026 in Review

Harmony Asset Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 55% in Q3 2026, selling an estimated $809K and leaving 2,241 shares worth $638K. The position accounts for 0.16% of the portfolio, ranked #111.

Harmony Asset Management first reported a position in VB in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.5M in Q2 2026. 645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Harmony Asset Management held 2,241 shares of Vanguard Morningstar Small-Cap ETF worth $638K as of Q3 2026.
Harmony Asset Management sold 2,718 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $809K.
Vanguard Morningstar Small-Cap ETF made up 0.16% of Harmony Asset Management's portfolio in Q3 2026, its #111 holding.
Harmony Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 11 quarters since.
Harmony Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.5M in Q2 2026.
645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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