Lyell Wealth Management
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Lyell Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lyell 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 		$970K Buy
3,408
+1,000
+42% +$298K 0.06% 129
2026
Q2 		$730K Hold
2,408
– – 0.04% 142
2026
Q1 		$631K Hold
2,408
– – 0.05% 139
2025
Q4 		$621K Hold
2,408
– – 0.05% 135
2025
Q3 		$612K Hold
2,408
– – 0.05% 143
2025
Q2 		$571K Sell
2,408
-319
-12% -$71.2K 0.05% 145
2025
Q1 		$605K Sell
2,727
-588
-18% -$140K 0.06% 137
2024
Q4 		$797K Sell
3,315
-327
-9% -$80.5K 0.07% 123
2024
Q3 		$864K Buy
3,642
+755
+26% +$172K 0.08% 125
2024
Q2 		$629K Hold
2,887
– – 0.06% 127
2024
Q1 		$660K Sell
2,887
-80
-3% -$17.2K 0.07% 124
2023
Q4 		$633K Sell
2,967
-290
-9% -$55.9K 0.07% 122
2023
Q3 		$616K Sell
3,257
-147
-4% -$29.3K 0.08% 118
2023
Q2 		$677K Sell
3,404
-288
-8% -$54.4K 0.09% 122
2023
Q1 		$700K Sell
3,692
-146
-4% -$28.3K 0.1% 128
2022
Q4 		$704K Sell
3,838
-650
-14% -$120K 0.11% 123
2022
Q3 		$767K Hold
4,488
– – 0.13% 111
2022
Q2 		$790K Buy
4,488
+675
+18% +$130K 0.13% 112
2022
Q1 		$810K Sell
3,813
-1,300
-25% -$274K 0.1% 115
2021
Q4 		$1.16M Buy
5,113
+200
+4% +$45.4K 0.13% 99
2021
Q3 		$1.07M Hold
4,913
– – 0.13% 100
2021
Q2 		$1.11M Buy
4,913
+325
+7% +$72K 0.14% 99
2021
Q1 		$982K Buy
4,588
+2,400
+110% +$506K 0.14% 95
2020
Q4 		$426K Buy
+2,188
New +$386K 0.07% 122
2020
Q1 		– Sell
-1,421
Closed -$235K – 134
2019
Q4 		$235K Buy
1,421
+10
+0.7% +$1.59K 0.06% 119
2019
Q3 		$217K Hold
1,411
– – 0.07% 114
2019
Q2 		$222K Hold
1,411
– – 0.07% 116
2019
Q1 		$216K Buy
+1,411
New +$210K 0.07% 113

Other funds holding VB

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Lyell Wealth Management's VB Position: Q3 2026 in Review

Lyell Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 42% in Q3 2026, buying an estimated $298K and bringing the position to 3,408 shares worth $970K. The position accounts for 0.06% of the portfolio, ranked #129.

Lyell Wealth Management first reported a position in VB in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.16M in Q4 2021. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Lyell Wealth Management held 3,408 shares of Vanguard Morningstar Small-Cap ETF worth $970K as of Q3 2026.
  • Lyell Wealth Management bought 1,000 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $298K.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of Lyell Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Lyell Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • Lyell Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.16M in Q4 2021.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.