James T. Borello’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

James T. Borello’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	$26.5K	Buy	+93	New	+$27.7K	0.01%	355

Other funds holding VB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

James T. Borello's VB Position: Q3 2026 in Review

James T. Borello opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 93 shares worth $26.5K. The stake represents 0.01% of the portfolio and ranks #355 among its holdings.

1,444 funds tracked by Wall St. Rank hold VB as of Q3 2026.

James T. Borello held 93 shares of Vanguard Morningstar Small-Cap ETF worth $26.5K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new James T. Borello position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of James T. Borello's portfolio in Q3 2026, its #355 holding.
1,444 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.