Lord & Richards Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lord & Richards Wealth Management’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	$1.9M	Sell	6,691 -1,407	-17%	-$419K	1.45%	21
2026 Q2	$2.45M	Buy	8,098 +318	+4%	+$91.1K	1.92%	14
2026 Q1	$2.04M	Buy	7,780 +245	+3%	+$66.3K	1.79%	15
2025 Q4	$1.94M	Buy	7,535 +2,723	+57%	+$698K	1.67%	14
2025 Q3	$1.22M	Buy	4,812 +380	+9%	+$94.2K	1.12%	30
2025 Q2	$1.05M	Buy	4,432 +672	+18%	+$150K	1.1%	30
2025 Q1	$834K	Buy	3,760 +1,982	+111%	+$473K	0.95%	35
2024 Q4	$427K	Buy	+1,778	New	+$437K	0.9%	47

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Lord & Richards Wealth Management's VB Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q3 2026, selling an estimated $419K and leaving 6,691 shares worth $1.9M. The position accounts for 1.45% of the portfolio, ranked #21.

Lord & Richards Wealth Management first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q2 2026. 792 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Lord & Richards Wealth Management held 6,691 shares of Vanguard Morningstar Small-Cap ETF worth $1.9M as of Q3 2026.
Lord & Richards Wealth Management sold 1,407 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $419K.
Vanguard Morningstar Small-Cap ETF made up 1.45% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #21 holding.
Lord & Richards Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Lord & Richards Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.45M in Q2 2026.
792 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.