John W. Brooker & Co
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John W. Brooker & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

John W. Brooker & Co’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 		$2.66M Buy
9,357
+829
+10% +$247K 3.03% 7
2026
Q2 		$2.59M Buy
8,528
+3,721
+77% +$1.07M 3.12% 7
2026
Q1 		$1.26M Buy
4,807
+2,693
+127% +$729K 1.98% 16
2025
Q4 		$545K Buy
+2,114
New +$542K 0.98% 28
2025
Q2 		– Sell
-4,601
Closed -$1.02M – 77
2025
Q1 		$1.02M Buy
4,601
+629
+16% +$150K 0.42% 45
2024
Q4 		$954K Sell
3,972
-121
-3% -$29.8K 0.41% 46
2024
Q3 		$971K Hold
4,093
– – 0.45% 45
2024
Q2 		$892K Sell
4,093
-237
-5% -$52K 0.45% 46
2024
Q1 		$990K Sell
4,330
-25
-0.6% -$5.38K 0.53% 44
2023
Q4 		$929K Buy
4,355
+2,436
+127% +$469K 0.54% 41
2023
Q3 		$363K Hold
1,919
– – 0.23% 50
2023
Q2 		$382K Buy
1,919
+1
+0.1% +$189 0.25% 49
2023
Q1 		$363K Hold
1,918
– – 0.24% 49
2022
Q4 		$352K Buy
1,918
+417
+28% +$77.3K 0.23% 51
2022
Q3 		$257K Buy
1,501
+406
+37% +$76.7K 0.17% 52
2022
Q2 		$193K Buy
1,095
+801
+272% +$155K 0.12% 51
2022
Q1 		$63K Buy
294
+144
+96% +$30.3K 0.03% 77
2021
Q4 		$34K Hold
150
– – 0.02% 106
2021
Q3 		$33K Buy
150
+16
+12% +$3.56K 0.02% 102
2021
Q2 		$30K Buy
+134
New +$29.7K 0.02% 100

Other funds holding VB

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

John W. Brooker & Co's VB Position: Q3 2026 in Review

John W. Brooker & Co increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.7% in Q3 2026, buying an estimated $247K and bringing the position to 9,357 shares worth $2.66M. The position accounts for 3.03% of the portfolio, ranked #7.

John W. Brooker & Co first reported a position in VB in Q2 2021 and has held it in 20 quarters since. 2,074 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • John W. Brooker & Co held 9,357 shares of Vanguard Morningstar Small-Cap ETF worth $2.66M as of Q3 2026.
  • John W. Brooker & Co bought 829 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $247K.
  • Vanguard Morningstar Small-Cap ETF made up 3.03% of John W. Brooker & Co's portfolio in Q3 2026, its #7 holding.
  • John W. Brooker & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,074 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on John W. Brooker & Co's 13F filing for Q3 2026, filed 21 Oct 2026.