LAM Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

LAM 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	$1.54M	Sell	5,430 -320	-6%	-$95.3K	0.78%	35
2026 Q2	$1.74M	Hold	5,750	–	–	0.87%	34
2026 Q1	$1.51M	Hold	5,750	–	–	0.83%	33
2025 Q4	$1.48M	Buy	5,750 +45	+0.8%	+$11.5K	0.85%	30
2025 Q3	$1.45M	Hold	5,705	–	–	0.9%	27
2025 Q2	$1.35M	Hold	5,705	–	–	0.9%	28
2025 Q1	$1.27M	Hold	5,705	–	–	0.93%	31
2024 Q4	$1.37M	Hold	5,705	–	–	0.98%	28
2024 Q3	$1.35M	Sell	5,705 -70	-1%	-$15.9K	0.96%	30
2024 Q2	$1.26M	Sell	5,775 -45	-0.8%	-$9.9K	1.06%	27
2024 Q1	$1.33M	Buy	5,820 +5	+0.1%	+$1.08K	1.08%	26
2023 Q4	$1.24M	Sell	5,815 -5	-0.1%	-$963	1.13%	23
2023 Q3	$1.1M	Sell	5,820 -65	-1%	-$13K	1.08%	24
2023 Q2	$1.17M	Sell	5,885 -170	-3%	-$32.1K	1.09%	24
2023 Q1	$1.15M	Sell	6,055 -155	-2%	-$30.1K	1.13%	27
2022 Q4	$1.14M	Buy	+6,210	New	+$1.15M	1.17%	26

Other funds holding VB

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

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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LAM Group's VB Position: Q3 2026 in Review

LAM Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.6% in Q3 2026, selling an estimated $95.3K and leaving 5,430 shares worth $1.54M. The position accounts for 0.78% of the portfolio, ranked #35.

LAM Group first reported a position in VB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.74M in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

LAM Group held 5,430 shares of Vanguard Morningstar Small-Cap ETF worth $1.54M as of Q3 2026.
LAM Group sold 320 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $95.3K.
Vanguard Morningstar Small-Cap ETF made up 0.78% of LAM Group's portfolio in Q3 2026, its #35 holding.
LAM Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
LAM Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.74M in Q2 2026.
1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.