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KFA Private Wealth Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

KFA Private Wealth Group’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 		$4.87M Buy
17,116
+1,305
+8% +$389K 1.15% 21
2026
Q2 		$4.79M Sell
15,811
-2,577
-14% -$739K 1.15% 19
2026
Q1 		$4.82M Sell
18,388
-289
-2% -$78.2K 1.16% 20
2025
Q4 		$4.82M Buy
18,677
+4,273
+30% +$1.09M 1.17% 20
2025
Q3 		$3.66M Sell
14,404
-525
-4% -$130K 1.05% 20
2025
Q2 		$3.54M Sell
14,929
-32
-0.2% -$7.14K 1.1% 20
2025
Q1 		$3.32M Buy
14,961
+1,282
+9% +$306K 1.16% 20
2024
Q4 		$3.29M Buy
13,679
+82
+0.6% +$20.2K 1.38% 18
2024
Q3 		$3.23M Sell
13,597
-3,103
-19% -$705K 1.54% 16
2024
Q2 		$3.64M Sell
16,700
-66
-0.4% -$14.5K 1.88% 12
2024
Q1 		$3.83M Buy
16,766
+869
+5% +$187K 1.19% 15
2023
Q4 		$3.39M Buy
15,897
+1,281
+9% +$247K 1.22% 16
2023
Q3 		$2.76M Sell
14,616
-145
-1% -$28.9K 1.15% 15
2023
Q2 		$2.94M Sell
14,761
-230
-2% -$43.5K 1.22% 15
2023
Q1 		$2.84M Sell
14,991
-297
-2% -$57.6K 1.29% 15
2022
Q4 		$2.81M Buy
15,288
+104
+0.7% +$19.3K 1.43% 14
2022
Q3 		$2.6M Sell
15,184
-5
-0% -$944 1.38% 15
2022
Q2 		$2.68M Buy
15,189
+1,868
+14% +$361K 1.48% 15
2022
Q1 		$2.83M Buy
13,321
+130
+1% +$27.4K 1.42% 16
2021
Q4 		$2.98M Buy
13,191
+253
+2% +$57.5K 1.48% 17
2021
Q3 		$2.83M Buy
12,938
+132
+1% +$29.3K 1.55% 16
2021
Q2 		$2.88M Buy
12,806
+269
+2% +$59.6K 1.58% 15
2021
Q1 		$2.68M Buy
12,537
+648
+5% +$137K 1.57% 16
2020
Q4 		$2.32M Buy
11,889
+1,075
+10% +$190K 1.47% 17
2020
Q3 		$1.66M Buy
10,814
+4,358
+68% +$669K 1.25% 17
2020
Q2 		$941K Buy
6,456
+3,165
+96% +$425K 0.9% 21
2020
Q1 		$380K Buy
+3,291
New +$495K 0.45% 29

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

KFA Private Wealth Group's VB Position: Q3 2026 in Review

KFA Private Wealth Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.3% in Q3 2026, buying an estimated $389K and bringing the position to 17,116 shares worth $4.87M. The position accounts for 1.15% of the portfolio, ranked #21.

KFA Private Wealth Group first reported a position in VB in Q1 2020 and has held it in 27 quarters since. 645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • KFA Private Wealth Group held 17,116 shares of Vanguard Morningstar Small-Cap ETF worth $4.87M as of Q3 2026.
  • KFA Private Wealth Group bought 1,305 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $389K.
  • Vanguard Morningstar Small-Cap ETF made up 1.15% of KFA Private Wealth Group's portfolio in Q3 2026, its #21 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • 645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.