Legacy Advisors
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Legacy Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Legacy Advisors’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 		$2.96M Buy
10,391
+507
+5% +$151K 0.28% 45
2026
Q2 		$3M Buy
9,884
+100
+1% +$28.7K 0.28% 49
2026
Q1 		$2.56M Sell
9,784
-907
-8% -$245K 0.3% 47
2025
Q4 		$2.76M Buy
10,691
+1,047
+11% +$268K 0.3% 47
2025
Q3 		$2.46M Buy
+9,644
New +$2.39M 0.3% 45
2025
Q1 		$2.14M Sell
9,669
-329
-3% -$78.6K 0.22% 84
2024
Q4 		$2.4M Buy
9,998
+5,508
+123% +$1.36M 0.23% 71
2024
Q3 		$1.07M Hold
4,490
– – 0.12% 141
2024
Q2 		$983K Hold
4,490
– – 0.12% 131
2024
Q1 		$1.03M Hold
4,490
– – 0.13% 132
2023
Q4 		$958K Buy
+4,490
New +$865K 0.12% 131
2020
Q1 		– Sell
-1,330
Closed -$220K – 133
2019
Q4 		$220K Hold
1,330
– – 0.14% 124
2019
Q3 		$205K Hold
1,330
– – 0.15% 104
2019
Q2 		$209K Buy
+1,330
New +$206K 0.14% 105

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Legacy Advisors's VB Position: Q3 2026 in Review

Legacy Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.1% in Q3 2026, buying an estimated $151K and bringing the position to 10,391 shares worth $2.96M. The position accounts for 0.28% of the portfolio, ranked #45.

Legacy Advisors first reported a position in VB in Q2 2019 and has held it in 14 quarters since. The position peaked at $3M in Q2 2026. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Legacy Advisors held 10,391 shares of Vanguard Morningstar Small-Cap ETF worth $2.96M as of Q3 2026.
  • Legacy Advisors bought 507 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $151K.
  • Vanguard Morningstar Small-Cap ETF made up 0.28% of Legacy Advisors's portfolio in Q3 2026, its #45 holding.
  • Legacy Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 14 quarters since.
  • Legacy Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $3M in Q2 2026.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.