Heritage Wealth Management (Texas)
VB icon

Heritage Wealth Management (Texas)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Heritage Wealth Management (Texas)’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 		$232K Hold
814
– – 0.09% 36
2026
Q2 		$247K Hold
814
– – 0.1% 38
2026
Q1 		$213K Hold
814
– – 0.09% 37
2025
Q4 		$210K Hold
814
– – 0.09% 35
2025
Q3 		$207K Buy
+814
New +$202K 0.09% 36

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Heritage Wealth Management (Texas)'s VB Position: Q3 2026 in Review

Heritage Wealth Management (Texas) held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 814 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #36.

Heritage Wealth Management (Texas) first reported a position in VB in Q3 2025 and has held it in 5 quarters since. The position peaked at $247K in Q2 2026. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Heritage Wealth Management (Texas) held 814 shares of Vanguard Morningstar Small-Cap ETF worth $232K as of Q3 2026.
  • Heritage Wealth Management (Texas) left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Heritage Wealth Management (Texas)'s portfolio in Q3 2026, its #36 holding.
  • Heritage Wealth Management (Texas) first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • Heritage Wealth Management (Texas)'s Vanguard Morningstar Small-Cap ETF position peaked at $247K in Q2 2026.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q3 2026, filed 6 Nov 2026.