Miller Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Miller Financial Services’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	$238K	Sell	838 -7	-0.8%	-$2.08K	0.18%	124
2026 Q2	$256K	Sell	845 -834	-50%	-$239K	0.21%	114
2026 Q1	$440K	Buy	1,679 +4	+0.2%	+$1.08K	0.48%	65
2025 Q4	$432K	Sell	1,675 -125	-7%	-$32K	0.51%	56
2025 Q3	$458K	Sell	1,800 -5	-0.3%	-$1.24K	0.53%	60
2025 Q2	$428K	Buy	+1,805	New	+$403K	0.55%	60

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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Miller Financial Services's VB Position: Q3 2026 in Review

Miller Financial Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.83% in Q3 2026, selling an estimated $2.08K and leaving 838 shares worth $238K. The position accounts for 0.18% of the portfolio, ranked #124.

Miller Financial Services first reported a position in VB in Q2 2025 and has held it in 6 quarters since. The position peaked at $458K in Q3 2025. 1,990 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Miller Financial Services held 838 shares of Vanguard Morningstar Small-Cap ETF worth $238K as of Q3 2026.
Miller Financial Services sold 7 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $2.08K.
Vanguard Morningstar Small-Cap ETF made up 0.18% of Miller Financial Services's portfolio in Q3 2026, its #124 holding.
Miller Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Miller Financial Services's Vanguard Morningstar Small-Cap ETF position peaked at $458K in Q3 2025.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.