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Midwest Financial Partners Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Midwest Financial Partners Investments’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 		$4.28M Sell
15,028
-448
-3% -$133K 1.64% 17
2026
Q2 		$4.69M Sell
15,476
-282
-2% -$80.8K 1.95% 13
2026
Q1 		$4.13M Sell
15,758
-409
-3% -$111K 2.19% 13
2025
Q4 		$4.17M Buy
+16,167
New +$4.14M 2.32% 12

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Midwest Financial Partners Investments's VB Position: Q3 2026 in Review

Midwest Financial Partners Investments reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.9% in Q3 2026, selling an estimated $133K and leaving 15,028 shares worth $4.28M. The position accounts for 1.64% of the portfolio, ranked #17.

Midwest Financial Partners Investments first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.69M in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Midwest Financial Partners Investments held 15,028 shares of Vanguard Morningstar Small-Cap ETF worth $4.28M as of Q3 2026.
  • Midwest Financial Partners Investments sold 448 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $133K.
  • Vanguard Morningstar Small-Cap ETF made up 1.64% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #17 holding.
  • Midwest Financial Partners Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Midwest Financial Partners Investments's Vanguard Morningstar Small-Cap ETF position peaked at $4.69M in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.