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

Hartmann Taylor 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	$5.06M	Buy	17,780 +568	+3%	+$169K	2.84%	9
2026 Q2	$4.51M	Hold	17,212	–	–	2.98%	9
2026 Q1	$4.51M	Buy	17,212 +222	+1%	+$60.1K	2.98%	9
2025 Q4	$4.38M	Buy	16,990 +542	+3%	+$139K	2.96%	9
2025 Q3	$4.18M	Sell	16,448 -444	-3%	-$110K	3%	9
2025 Q2	$4M	Sell	16,892 -1,786	-10%	-$398K	3.33%	9
2025 Q1	$4.14M	Buy	+18,678	New	+$4.46M	3.71%	9

Other funds holding VB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

Hartmann Taylor Wealth Management's VB Position: Q3 2026 in Review

Hartmann Taylor Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.3% in Q3 2026, buying an estimated $169K and bringing the position to 17,780 shares worth $5.06M. The position accounts for 2.84% of the portfolio, ranked #9.

Hartmann Taylor Wealth Management first reported a position in VB in Q1 2025 and has held it in 7 quarters since. 1,704 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Hartmann Taylor Wealth Management held 17,780 shares of Vanguard Morningstar Small-Cap ETF worth $5.06M as of Q3 2026.
Hartmann Taylor Wealth Management bought 568 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $169K.
Vanguard Morningstar Small-Cap ETF made up 2.84% of Hartmann Taylor Wealth Management's portfolio in Q3 2026, its #9 holding.
Hartmann Taylor Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
1,704 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.