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Lawood & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lawood & 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 		$256K Hold
900
– – 0.18% 86
2026
Q2 		$273K Sell
900
-427
-32% -$122K 0.18% 84
2026
Q1 		$348K Sell
1,327
-4
-0.3% -$1.08K 0.32% 72
2025
Q4 		$343K Buy
+1,331
New +$341K 0.33% 69

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Lawood & Co's VB Position: Q3 2026 in Review

Lawood & Co held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 900 shares worth $256K. The position accounts for 0.18% of the portfolio, ranked #86.

Lawood & Co first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $348K in Q1 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Lawood & Co held 900 shares of Vanguard Morningstar Small-Cap ETF worth $256K as of Q3 2026.
  • Lawood & Co left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Lawood & Co's portfolio in Q3 2026, its #86 holding.
  • Lawood & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Vanguard Morningstar Small-Cap ETF position peaked at $348K in Q1 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.