MBA Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MBA Advisors’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	$357K	Buy	1,255 +48	+4%	+$14.3K	0.12%	116
2026 Q2	$366K	Hold	1,207	–	–	0.12%	109
2026 Q1	$316K	Hold	1,207	–	–	0.12%	109
2025 Q4	$311K	Buy	1,207 +3	+0.2%	+$769	0.13%	109
2025 Q3	$306K	Hold	1,204	–	–	0.13%	109
2025 Q2	$285K	Hold	1,204	–	–	0.13%	111
2025 Q1	$267K	Hold	1,204	–	–	0.13%	114
2024 Q4	$289K	Hold	1,204	–	–	0.15%	107
2024 Q3	$286K	Sell	1,204 -40	-3%	-$9.09K	0.14%	108
2024 Q2	$271K	Hold	1,244	–	–	0.14%	109
2024 Q1	$284K	Sell	1,244 -28	-2%	-$6.02K	0.15%	105
2023 Q4	$271K	Hold	1,272	–	–	0.15%	104
2023 Q3	$241K	Sell	1,272 -5	-0.4%	-$996	0.15%	104
2023 Q2	$254K	Sell	1,277 -50	-4%	-$9.45K	0.15%	103
2023 Q1	$252K	Hold	1,327	–	–	0.16%	108
2022 Q4	$244K	Sell	1,327 -195	-13%	-$36.1K	0.16%	108
2022 Q3	$260K	Hold	1,522	–	–	0.19%	100
2022 Q2	$268K	Hold	1,522	–	–	0.18%	102
2022 Q1	$323K	Sell	1,522 -154	-9%	-$32.4K	0.2%	104
2021 Q4	$379K	Hold	1,676	–	–	0.23%	97
2021 Q3	$367K	Hold	1,676	–	–	0.27%	90
2021 Q2	$378K	Hold	1,676	–	–	0.18%	91
2021 Q1	$359K	Buy	+1,676	New	+$353K	0.2%	92

Other funds holding VB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

MBA Advisors's VB Position: Q3 2026 in Review

MBA Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4% in Q3 2026, buying an estimated $14.3K and bringing the position to 1,255 shares worth $357K. The position accounts for 0.12% of the portfolio, ranked #116.

MBA Advisors first reported a position in VB in Q1 2021 and has held it in 23 quarters since. The position peaked at $379K in Q4 2021. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

MBA Advisors held 1,255 shares of Vanguard Morningstar Small-Cap ETF worth $357K as of Q3 2026.
MBA Advisors bought 48 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $14.3K.
Vanguard Morningstar Small-Cap ETF made up 0.12% of MBA Advisors's portfolio in Q3 2026, its #116 holding.
MBA Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 23 quarters since.
MBA Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $379K in Q4 2021.
2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.