Middleton & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Middleton & Co’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	$492K	Hold	1,730	–	–	0.05%	121
2026 Q2	$524K	Hold	1,730	–	–	0.06%	118
2026 Q1	$453K	Hold	1,730	–	–	0.05%	115
2025 Q4	$446K	Hold	1,730	–	–	0.05%	117
2025 Q3	$440K	Hold	1,730	–	–	0.05%	118
2025 Q2	$410K	Hold	1,730	–	–	0.05%	123
2025 Q1	$384K	Sell	1,730 -50	-3%	-$11.9K	0.04%	123
2024 Q4	$428K	Hold	1,780	–	–	0.05%	116
2024 Q3	$422K	Hold	1,780	–	–	0.05%	121
2024 Q2	$388K	Buy	1,780 +150	+9%	+$32.9K	0.05%	122
2024 Q1	$373K	Hold	1,630	–	–	0.04%	133
2023 Q4	$348K	Hold	1,630	–	–	0.04%	126
2023 Q3	$308K	Sell	1,630 -50	-3%	-$10K	0.04%	124
2023 Q2	$334K	Buy	+1,680	New	+$317K	0.04%	130

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

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 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

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Middleton & Co's VB Position: Q3 2026 in Review

Middleton & Co held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1,730 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #121.

Middleton & Co first reported a position in VB in Q2 2023 and has held it in 14 quarters since. The position peaked at $524K in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Middleton & Co held 1,730 shares of Vanguard Morningstar Small-Cap ETF worth $492K as of Q3 2026.
Middleton & Co left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Middleton & Co's portfolio in Q3 2026, its #121 holding.
Middleton & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 14 quarters since.
Middleton & Co's Vanguard Morningstar Small-Cap ETF position peaked at $524K in Q2 2026.
1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.