LifeSteps Financial
VB icon

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

LifeSteps Financial’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 		– Sell
-203
Closed -$61.5K – 690
2026
Q2 		$61.5K Buy
+203
New +$58.2K 0.03% 195
2024
Q2 		– Sell
-208
Closed -$47.5K – 392
2024
Q1 		$47.5K Buy
+208
New +$44.7K 0.04% 156

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LifeSteps Financial's VB Position: Q3 2026 in Review

LifeSteps Financial sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026, closing a stake of 203 shares — an estimated $61.5K sold.

LifeSteps Financial first reported a position in VB in Q1 2024 and held it in 2 quarters. The position peaked at $61.5K in Q2 2026. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • LifeSteps Financial reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 203 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $61.5K.
  • LifeSteps Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and held it in 2 quarters.
  • LifeSteps Financial's Vanguard Morningstar Small-Cap ETF position peaked at $61.5K in Q2 2026.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.