Larson Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.69M | Sell |
14,073
-2,241
| -14% | -$606K | 0.12% | 154 |
|
|
2025
Q4 | $4.21M | Sell |
16,314
-556
| -3% | -$142K | 0.14% | 136 |
|
|
2025
Q3 | $4.29M | Sell |
16,870
-3,837
| -19% | -$952K | 0.15% | 126 |
|
|
2025
Q2 | $4.91M | Sell |
20,707
-1,563
| -7% | -$349K | 0.2% | 104 |
|
|
2025
Q1 | $4.94M | Sell |
22,270
-524
| -2% | -$125K | 0.23% | 83 |
|
|
2024
Q4 | $5.48M | Sell |
22,794
-1,525
| -6% | -$375K | 0.28% | 72 |
|
|
2024
Q3 | $5.77M | Sell |
24,319
-2,668
| -10% | -$606K | 0.33% | 60 |
|
|
2024
Q2 | $5.88M | Buy |
26,987
+1,217
| +5% | +$267K | 0.4% | 50 |
|
|
2024
Q1 | $5.89M | Buy |
25,770
+892
| +4% | +$192K | 0.46% | 44 |
|
|
2023
Q4 | $5.31M | Buy |
24,878
+2,565
| +11% | +$494K | 0.46% | 45 |
|
|
2023
Q3 | $4.22M | Buy |
22,313
+3,191
| +17% | +$636K | 0.41% | 51 |
|
|
2023
Q2 | $3.8M | Buy |
19,122
+4,699
| +33% | +$888K | 0.38% | 52 |
|
|
2023
Q1 | $2.73M | Buy |
14,423
+3,853
| +36% | +$747K | 0.3% | 63 |
|
|
2022
Q4 | $1.94M | Buy |
10,570
+1,022
| +11% | +$189K | 0.23% | 89 |
|
|
2022
Q3 | $1.63M | Buy |
9,548
+563
| +6% | +$106K | 0.23% | 81 |
|
|
2022
Q2 | $1.58M | Buy |
8,985
+147
| +2% | +$28.4K | 0.27% | 50 |
|
|
2022
Q1 | $1.88M | Buy |
8,838
+174
| +2% | +$36.6K | 0.3% | 49 |
|
|
2021
Q4 | $1.96M | Sell |
8,664
-97
| -1% | -$22K | 0.31% | 48 |
|
|
2021
Q3 | $1.92M | Buy |
8,761
+64
| +0.7% | +$14.2K | 0.38% | 36 |
|
|
2021
Q2 | $1.96M | Sell |
8,697
-272
| -3% | -$60.3K | 0.46% | 33 |
|
|
2021
Q1 | $1.92M | Buy |
8,969
+78
| +0.9% | +$16.4K | 0.57% | 28 |
|
|
2020
Q4 | $1.73M | Sell |
8,891
-584
| -6% | -$103K | 0.59% | 28 |
|
|
2020
Q3 | $1.46M | Sell |
9,475
-1,116
| -11% | -$171K | 0.6% | 30 |
|
|
2020
Q2 | $1.54M | Buy |
10,591
+734
| +7% | +$98.6K | 0.73% | 31 |
|
|
2020
Q1 | $1.14M | Buy |
9,857
+906
| +10% | +$136K | 0.71% | 33 |
|
|
2019
Q4 | $1.48M | Buy |
8,951
+293
| +3% | +$46.7K | 0.85% | 22 |
|
|
2019
Q3 | $1.33M | Buy |
8,658
+138
| +2% | +$21.4K | 0.87% | 23 |
|
|
2019
Q2 | $1.33M | Sell |
8,520
-249
| -3% | -$38.5K | 0.99% | 20 |
|
|
2019
Q1 | $1.34M | Sell |
8,769
-293
| -3% | -$43.6K | 1.06% | 20 |
|
|
2018
Q4 | $1.2M | Buy |
9,062
+427
| +5% | +$62.2K | 1.11% | 20 |
|
|
2018
Q3 | $1.4M | Buy |
8,635
+569
| +7% | +$92K | 1.61% | 17 |
|
|
2018
Q2 | $1.26M | Sell |
8,066
-1,677
| -17% | -$257K | 1.45% | 19 |
|
|
2018
Q1 | $1.43M | Sell |
9,743
-23,300
| -71% | -$3.48M | 1.68% | 19 |
|
|
2017
Q4 | $4.88M | Buy |
+33,043
| New | +$4.78M | 4.1% | 8 |
|
Other funds holding VB
Larson Financial Group's VB Position: Q1 2026 in Review
Larson Financial Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q1 2026, selling an estimated $606K and leaving 14,073 shares worth $3.69M. The position accounts for 0.12% of the portfolio, ranked #154.
Larson Financial Group first reported a position in VB in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.89M in Q1 2024. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.
- Larson Financial Group held 14,073 shares of Vanguard Morningstar Small-Cap ETF worth $3.69M as of Q1 2026.
- Larson Financial Group sold 2,241 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $606K.
- Vanguard Morningstar Small-Cap ETF made up 0.12% of Larson Financial Group's portfolio in Q1 2026, its #154 holding.
- Larson Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Larson Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $5.89M in Q1 2024.
- 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.