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

Melfa 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	$251K	Hold	881	–	–	0.14%	139
2026 Q2	$267K	Hold	881	–	–	0.14%	138
2026 Q1	$231K	Buy	881 +31	+4%	+$8.39K	0.13%	154
2025 Q4	$219K	Hold	850	–	–	0.13%	162
2025 Q3	$216K	Hold	850	–	–	0.13%	162
2025 Q2	$201K	Buy	+850	New	+$190K	0.13%	163
2025 Q1	–	Sell	-850	Closed	-$204K	–	205
2024 Q4	$204K	Hold	850	–	–	0.14%	165
2024 Q3	$202K	Buy	+850	New	+$193K	0.13%	168

Other funds holding VB

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Melfa Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 881 shares worth $251K. The position accounts for 0.14% of the portfolio, ranked #139.

Melfa Wealth Management first reported a position in VB in Q3 2024 and has held it in 8 quarters since. The position peaked at $267K in Q2 2026. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Melfa Wealth Management held 881 shares of Vanguard Morningstar Small-Cap ETF worth $251K as of Q3 2026.
Melfa Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.14% of Melfa Wealth Management's portfolio in Q3 2026, its #139 holding.
Melfa Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Melfa Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $267K in Q2 2026.
1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Melfa Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.