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

LifeGuide Financial 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	$581K	Buy	2,042 +396	+24%	+$118K	0.16%	29
2026 Q2	$499K	Hold	1,646	–	–	0.14%	30
2026 Q1	$431K	Hold	1,646	–	–	0.14%	31
2025 Q4	$430K	Sell	1,646 -93	-5%	-$23.8K	0.14%	31
2025 Q3	$416K	Hold	1,739	–	–	0.15%	37
2025 Q2	$412K	Sell	1,739 -68	-4%	-$15.2K	0.15%	37
2025 Q1	$401K	Buy	1,807 +1	+0.1%	+$239	0.16%	32
2024 Q4	$434K	Hold	1,806	–	–	0.19%	30
2024 Q3	$428K	Hold	1,806	–	–	0.18%	31
2024 Q2	$394K	Hold	1,806	–	–	0.19%	32
2024 Q1	$413K	Sell	1,806 -497	-22%	-$107K	0.21%	29
2023 Q4	$491K	Buy	2,303 +326	+16%	+$62.8K	0.26%	30
2023 Q3	$374K	Hold	1,977	–	–	0.22%	30
2023 Q2	$393K	Hold	1,977	–	–	0.27%	29
2023 Q1	$375K	Hold	1,977	–	–	0.3%	23
2022 Q4	$363K	Hold	1,977	–	–	0.31%	22
2022 Q3	$338K	Hold	1,977	–	–	0.33%	21
2022 Q2	$348K	Buy	1,977 +332	+20%	+$64.1K	0.32%	21
2022 Q1	$350K	Hold	1,645	–	–	0.27%	21
2021 Q4	$372K	Buy	+1,645	New	+$374K	0.28%	19

Other funds holding VB

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LifeGuide Financial Advisors's VB Position: Q3 2026 in Review

LifeGuide Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 24% in Q3 2026, buying an estimated $118K and bringing the position to 2,042 shares worth $581K. The position accounts for 0.16% of the portfolio, ranked #29.

LifeGuide Financial Advisors first reported a position in VB in Q4 2021 and has held it in 20 quarters since. 2,040 funds tracked by Wall St. Rank hold VB as of Q3 2026.

LifeGuide Financial Advisors held 2,042 shares of Vanguard Morningstar Small-Cap ETF worth $581K as of Q3 2026.
LifeGuide Financial Advisors bought 396 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $118K.
Vanguard Morningstar Small-Cap ETF made up 0.16% of LifeGuide Financial Advisors's portfolio in Q3 2026, its #29 holding.
LifeGuide Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
2,040 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.