Mustard Seed Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Mustard Seed Financial’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 Q1	$1.5M	Buy	5,740 +340	+6%	+$92K	0.9%	24
2025 Q4	$1.39M	Buy	5,400 +70	+1%	+$17.9K	0.88%	26
2025 Q3	$1.36M	Buy	5,330 +541	+11%	+$134K	0.87%	29
2025 Q2	$1.13M	Buy	4,789 +474	+11%	+$106K	0.82%	28
2025 Q1	$957K	Buy	4,315 +484	+13%	+$116K	0.77%	29
2024 Q4	$920K	Buy	3,831 +268	+8%	+$65.9K	0.75%	30
2024 Q3	$845K	Buy	3,563 +135	+4%	+$30.7K	0.7%	32
2024 Q2	$747K	Sell	3,428 -32	-0.9%	-$7.03K	0.72%	34
2024 Q1	$791K	Sell	3,460 -61	-2%	-$13.1K	0.79%	33
2023 Q4	$751K	Buy	+3,521	New	+$678K	0.85%	30

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mustard Seed Financial's VB Position: Q1 2026 in Review

Mustard Seed Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.3% in Q1 2026, buying an estimated $92K and bringing the position to 5,740 shares worth $1.5M. The position accounts for 0.9% of the portfolio, ranked #24.

Mustard Seed Financial first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Mustard Seed Financial held 5,740 shares of Vanguard Morningstar Small-Cap ETF worth $1.5M as of Q1 2026.
Mustard Seed Financial bought 340 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $92K.
Vanguard Morningstar Small-Cap ETF made up 0.9% of Mustard Seed Financial's portfolio in Q1 2026, its #24 holding.
Mustard Seed Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.