Hidden Cove Wealth Management
VB icon

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

Hidden Cove 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 		$298K Sell
1,046
-75
-7% -$22.3K 0.16% 102
2026
Q2 		$340K Buy
1,121
+26
+2% +$7.45K 0.19% 83
2026
Q1 		$287K Sell
1,095
-53
-5% -$14.3K 0.18% 77
2025
Q4 		$296K Hold
1,148
– – 0.19% 69
2025
Q3 		$292K Buy
+1,148
New +$285K 0.19% 64

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Hidden Cove Wealth Management's VB Position: Q3 2026 in Review

Hidden Cove Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.7% in Q3 2026, selling an estimated $22.3K and leaving 1,046 shares worth $298K. The position accounts for 0.16% of the portfolio, ranked #102.

Hidden Cove Wealth Management first reported a position in VB in Q3 2025 and has held it in 5 quarters since. The position peaked at $340K in Q2 2026. 1,143 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Hidden Cove Wealth Management held 1,046 shares of Vanguard Morningstar Small-Cap ETF worth $298K as of Q3 2026.
  • Hidden Cove Wealth Management sold 75 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $22.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Hidden Cove Wealth Management's portfolio in Q3 2026, its #102 holding.
  • Hidden Cove Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • Hidden Cove Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $340K in Q2 2026.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.