HORAN Wealth
VB icon

HORAN Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

HORAN Wealth’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 		$499K Sell
1,754
-80
-4% -$23.8K 0.05% 165
2026
Q2 		$556K Sell
1,834
-1,790
-49% -$513K 0.07% 138
2026
Q1 		$935K Buy
3,624
+1,846
+104% +$500K 0.09% 103
2025
Q4 		$459K Sell
1,778
-1
-0.1% -$256 0.07% 125
2025
Q3 		$452K Buy
+1,779
New +$441K 0.07% 138

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

HORAN Wealth's VB Position: Q3 2026 in Review

HORAN Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.4% in Q3 2026, selling an estimated $23.8K and leaving 1,754 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #165.

HORAN Wealth first reported a position in VB in Q3 2025 and has held it in 5 quarters since. The position peaked at $935K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • HORAN Wealth held 1,754 shares of Vanguard Morningstar Small-Cap ETF worth $499K as of Q3 2026.
  • HORAN Wealth sold 80 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $23.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of HORAN Wealth's portfolio in Q3 2026, its #165 holding.
  • HORAN Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $935K in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.