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

Mann Financial Group’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	$671K	Buy	+2,359	New	+$702K	0.54%	20

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Mann Financial Group's VB Position: Q3 2026 in Review

Mann Financial Group opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 2,359 shares worth $671K. The stake represents 0.54% of the portfolio and ranks #20 among its holdings.

480 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Mann Financial Group held 2,359 shares of Vanguard Morningstar Small-Cap ETF worth $671K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Mann Financial Group position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.54% of Mann Financial Group's portfolio in Q3 2026, its #20 holding.
480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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