Melone Private Wealth
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Melone Private Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Melone Private Wealth’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 		$566K Buy
1,991
+12
+0.6% +$3.57K 0.22% 46
2026
Q2 		$600K Buy
1,979
+7
+0.4% +$2.01K 0.23% 45
2026
Q1 		$516K Hold
1,972
– – 0.21% 49
2025
Q4 		$509K Buy
1,972
+13
+0.7% +$3.33K 0.22% 50
2025
Q3 		$498K Buy
1,959
+4
+0.2% +$992 0.23% 42
2025
Q2 		$464K Hold
1,955
– – 0.24% 42
2025
Q1 		$433K Buy
1,955
+6
+0.3% +$1.43K 0.23% 42
2024
Q4 		$468K Buy
1,949
+8
+0.4% +$1.97K 0.24% 43
2024
Q3 		$460K Buy
1,941
+5
+0.3% +$1.14K 0.24% 42
2024
Q2 		$422K Hold
1,936
– – 0.25% 42
2024
Q1 		$443K Buy
1,936
+3
+0.2% +$645 0.27% 42
2023
Q4 		$412K Sell
1,933
-495
-20% -$95.4K 0.26% 42
2023
Q3 		$459K Buy
2,428
+4
+0.2% +$797 0.33% 43
2023
Q2 		$482K Buy
2,424
+1
+0% +$189 0.34% 43
2023
Q1 		$448K Sell
2,423
-800
-25% -$155K 0.34% 41
2022
Q4 		$592K Sell
3,223
-45
-1% -$8.34K 0.5% 36
2022
Q3 		$590K Sell
3,268
-12
-0.4% -$2.27K 0.52% 38
2022
Q2 		$595K Hold
3,280
– – 0.5% 38
2022
Q1 		$659K Sell
3,280
-104
-3% -$21.9K 0.54% 41
2021
Q4 		$765K Buy
+3,384
New +$769K 0.58% 42

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

Melone Private Wealth's VB Position: Q3 2026 in Review

Melone Private Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.61% in Q3 2026, buying an estimated $3.57K and bringing the position to 1,991 shares worth $566K. The position accounts for 0.22% of the portfolio, ranked #46.

Melone Private Wealth first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $765K in Q4 2021. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Melone Private Wealth held 1,991 shares of Vanguard Morningstar Small-Cap ETF worth $566K as of Q3 2026.
  • Melone Private Wealth bought 12 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $3.57K.
  • Vanguard Morningstar Small-Cap ETF made up 0.22% of Melone Private Wealth's portfolio in Q3 2026, its #46 holding.
  • Melone Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $765K in Q4 2021.
  • 1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.