MBM Wealth Consultants
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MBM Wealth Consultants’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MBM Wealth Consultants’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 		$22.9M Buy
80,648
+2,684
+3% +$799K 4.2% 9
2026
Q2 		$23.6M Sell
77,964
-4,754
-6% -$1.36M 4.56% 8
2026
Q1 		$21.7M Buy
82,718
+1,092
+1% +$296K 4.97% 7
2025
Q4 		$21.1M Buy
81,626
+462
+0.6% +$118K 5.01% 7
2025
Q3 		$20.6M Sell
81,164
-987
-1% -$245K 5.12% 5
2025
Q2 		$19.5M Buy
82,151
+3,660
+5% +$817K 5.21% 4
2025
Q1 		$17.4M Buy
78,491
+1,472
+2% +$352K 5.14% 4
2024
Q4 		$18.5M Buy
77,019
+1,148
+2% +$282K 5.5% 4
2024
Q3 		$18M Buy
75,871
+1,689
+2% +$384K 5.68% 4
2024
Q2 		$16M Buy
74,182
+992
+1% +$218K 5.47% 4
2024
Q1 		$16.7M Buy
73,190
+548
+0.8% +$118K 5.88% 4
2023
Q4 		$15.5M Buy
72,642
+3,993
+6% +$769K 5.78% 4
2023
Q3 		$12.6M Buy
68,649
+2,151
+3% +$429K 5.5% 4
2023
Q2 		$13.6M Buy
66,498
+9,149
+16% +$1.73M 5.81% 5
2023
Q1 		$12.1M Hold
57,349
– – 4.92% 5
2022
Q4 		$10.5M Buy
57,349
+1,587
+3% +$294K 4.84% 5
2022
Q3 		$9.8M Buy
55,762
+9,216
+20% +$1.74M 4.73% 8
2022
Q2 		$8.2M Buy
46,546
+891
+2% +$172K 4.01% 8
2022
Q1 		$9.7M Buy
45,655
+4,229
+10% +$890K 4.03% 7
2021
Q4 		$9.36M Buy
41,426
+3,260
+9% +$741K 3.89% 8
2021
Q3 		$8.35M Buy
38,166
+1,360
+4% +$302K 3.81% 8
2021
Q2 		$8.29M Buy
36,806
+992
+3% +$220K 3.89% 8
2021
Q1 		$7.67M Sell
35,814
-1,085
-3% -$229K 3.89% 7
2020
Q4 		$7.18M Sell
36,899
-1,123
-3% -$198K 3.91% 8
2020
Q3 		$5.85M Buy
38,022
+1,857
+5% +$285K 3.74% 8
2020
Q2 		$5.27M Buy
36,165
+1,866
+5% +$251K 3.72% 8
2020
Q1 		$3.96M Buy
34,299
+3,927
+13% +$590K 3.28% 8
2019
Q4 		$5.03M Buy
30,372
+4,440
+17% +$707K 3.73% 8
2019
Q3 		$3.99M Buy
25,932
+1,465
+6% +$227K 3.14% 8
2019
Q2 		$3.83M Buy
24,467
+663
+3% +$102K 3.19% 8
2019
Q1 		$3.64M Buy
23,804
+705
+3% +$105K 3.19% 8
2018
Q4 		$3.05M Buy
+23,099
New +$3.36M 2.97% 6

Other funds holding VB

Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MBM Wealth Consultants's VB Position: Q3 2026 in Review

MBM Wealth Consultants increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.4% in Q3 2026, buying an estimated $799K and bringing the position to 80,648 shares worth $22.9M. The position accounts for 4.2% of the portfolio, ranked #9.

MBM Wealth Consultants first reported a position in VB in Q4 2018 and has held it in 32 quarters since. The position peaked at $23.6M in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • MBM Wealth Consultants held 80,648 shares of Vanguard Morningstar Small-Cap ETF worth $22.9M as of Q3 2026.
  • MBM Wealth Consultants bought 2,684 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $799K.
  • Vanguard Morningstar Small-Cap ETF made up 4.2% of MBM Wealth Consultants's portfolio in Q3 2026, its #9 holding.
  • MBM Wealth Consultants first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • MBM Wealth Consultants's Vanguard Morningstar Small-Cap ETF position peaked at $23.6M in Q2 2026.
  • 1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on MBM Wealth Consultants's 13F filing for Q3 2026, filed 20 Oct 2026.