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

Jeppson 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 		$1.76M Sell
6,189
-79
-1% -$23.5K 0.5% 50
2026
Q2 		$1.9M Sell
6,268
-75
-1% -$21.5K 0.56% 48
2026
Q1 		$1.66M Hold
6,343
– – 0.52% 50
2025
Q4 		$1.64M Buy
6,343
+48
+0.8% +$12.3K 0.52% 49
2025
Q3 		$1.6M Sell
6,295
-20
-0.3% -$4.96K 0.51% 51
2025
Q2 		$1.5M Buy
6,315
+482
+8% +$108K 0.52% 49
2025
Q1 		$1.29M Buy
5,833
+471
+9% +$112K 0.47% 54
2024
Q4 		$1.29M Sell
5,362
-2
-0% -$492 0.47% 56
2024
Q3 		$1.27M Hold
5,364
– – 0.46% 60
2024
Q2 		$1.17M Sell
5,364
-43
-0.8% -$9.44K 0.45% 60
2024
Q1 		$1.24M Sell
5,407
-2
-0% -$430 0.48% 59
2023
Q4 		$1.15M Buy
5,409
+1,124
+26% +$217K 0.48% 60
2023
Q3 		$810K Sell
4,285
-17
-0.4% -$3.39K 0.37% 72
2023
Q2 		$856K Sell
4,302
-254
-6% -$48K 0.37% 71
2023
Q1 		$864K Buy
4,556
+94
+2% +$18.2K 0.38% 67
2022
Q4 		$819K Buy
4,462
+764
+21% +$142K 0.34% 68
2022
Q3 		$632K Buy
3,698
+1,497
+68% +$283K 0.29% 82
2022
Q2 		$388K Sell
2,201
-665
-23% -$128K 0.17% 115
2022
Q1 		$609K Buy
2,866
+1,614
+129% +$340K 0.28% 81
2021
Q4 		$283K Sell
1,252
-70
-5% -$15.9K 0.14% 127
2021
Q3 		$289K Hold
1,322
– – 0.15% 117
2021
Q2 		$297K Sell
1,322
-25
-2% -$5.54K 0.16% 113
2021
Q1 		$288K Sell
1,347
-25
-2% -$5.27K 0.17% 108
2020
Q4 		$267K Hold
1,372
– – 0.18% 109
2020
Q3 		$211K Buy
+1,372
New +$211K 0.17% 110

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Jeppson Wealth Management's VB Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.3% in Q3 2026, selling an estimated $23.5K and leaving 6,189 shares worth $1.76M. The position accounts for 0.5% of the portfolio, ranked #50.

Jeppson Wealth Management first reported a position in VB in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.9M in Q2 2026. 645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Jeppson Wealth Management held 6,189 shares of Vanguard Morningstar Small-Cap ETF worth $1.76M as of Q3 2026.
  • Jeppson Wealth Management sold 79 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $23.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.5% of Jeppson Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.9M in Q2 2026.
  • 645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.