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MJT & Associates Financial Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MJT & Associates Financial Advisory’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 		$5.69K Hold
20
– – ﹤0.01% 257
2026
Q2 		$6.06K Hold
20
– – ﹤0.01% 266
2026
Q1 		$5.24K Hold
20
– – ﹤0.01% 262
2025
Q4 		$5.16K Hold
20
– – ﹤0.01% 276
2025
Q3 		$5.09K Hold
20
– – ﹤0.01% 288
2025
Q2 		$4.74K Hold
20
– – 0.01% 311
2025
Q1 		$4.43K Buy
+20
New +$4.78K ﹤0.01% 315

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

MJT & Associates Financial Advisory's VB Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 20 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

MJT & Associates Financial Advisory first reported a position in VB in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.06K in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • MJT & Associates Financial Advisory held 20 shares of Vanguard Morningstar Small-Cap ETF worth $5.69K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #257 holding.
  • MJT & Associates Financial Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Vanguard Morningstar Small-Cap ETF position peaked at $6.06K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.