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

McNaughton 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	$6.89M	Buy	24,204 +588	+2%	+$175K	2.41%	11
2026 Q2	$7.16M	Buy	23,616 +1,287	+6%	+$369K	2.54%	10
2026 Q1	$5.85M	Buy	22,329 +1,107	+5%	+$300K	2.42%	12
2025 Q4	$5.47M	Buy	21,222 +2,651	+14%	+$679K	2.25%	13
2025 Q3	$4.72M	Sell	18,571 -276	-1%	-$68.4K	1.99%	15
2025 Q2	$4.47M	Buy	18,847 +1,268	+7%	+$283K	1.99%	14
2025 Q1	$3.9M	Buy	+17,579	New	+$4.2M	1.89%	16

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

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

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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return

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

McNaughton Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q3 2026, buying an estimated $175K and bringing the position to 24,204 shares worth $6.89M. The position accounts for 2.41% of the portfolio, ranked #11.

McNaughton Wealth Management first reported a position in VB in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.16M in Q2 2026. 1,143 funds tracked by Wall St. Rank hold VB as of Q3 2026.

McNaughton Wealth Management held 24,204 shares of Vanguard Morningstar Small-Cap ETF worth $6.89M as of Q3 2026.
McNaughton Wealth Management bought 588 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $175K.
Vanguard Morningstar Small-Cap ETF made up 2.41% of McNaughton Wealth Management's portfolio in Q3 2026, its #11 holding.
McNaughton Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
McNaughton Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $7.16M in Q2 2026.
1,143 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.