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

Manuka 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	$1.98M	Sell	6,912 -193	-3%	-$57.5K	0.99%	18
2026 Q2	$2.15M	Buy	7,105 +14	+0.2%	+$4.01K	1.12%	17
2026 Q1	$1.86M	Sell	7,091 -22	-0.3%	-$5.95K	1.15%	16
2025 Q4	$1.83M	Sell	7,113 -62	-0.9%	-$15.9K	1.14%	18
2025 Q3	$1.82M	Sell	7,175 -3,101	-30%	-$769K	1.13%	18
2025 Q2	$2.44M	Buy	10,276 +14	+0.1%	+$3.12K	1.33%	16
2025 Q1	$2.28M	Buy	10,262 +541	+6%	+$129K	1.47%	16
2024 Q4	$2.34M	Buy	+9,721	New	+$2.39M	1.58%	15

Other funds holding VB

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Manuka Financial's VB Position: Q3 2026 in Review

Manuka Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.7% in Q3 2026, selling an estimated $57.5K and leaving 6,912 shares worth $1.98M. The position accounts for 0.99% of the portfolio, ranked #18.

Manuka Financial first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.44M in Q2 2025. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Manuka Financial held 6,912 shares of Vanguard Morningstar Small-Cap ETF worth $1.98M as of Q3 2026.
Manuka Financial sold 193 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $57.5K.
Vanguard Morningstar Small-Cap ETF made up 0.99% of Manuka Financial's portfolio in Q3 2026, its #18 holding.
Manuka Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Manuka Financial's Vanguard Morningstar Small-Cap ETF position peaked at $2.44M in Q2 2025.
1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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