MV Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MV Capital Management’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	$21.6K	Hold	76	–	–	﹤0.01%	443
2026 Q2	$23K	Buy	+76	New	+$21.8K	﹤0.01%	435
2020 Q2	–	Sell	-11	Closed	-$1K	–	357
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	340
2019 Q4	$2K	Hold	11	–	–	﹤0.01%	336
2019 Q3	$2K	Buy	+11	New	+$1.71K	﹤0.01%	353
2016 Q2	–	Sell	-241	Closed	-$27K	–	363
2016 Q1	$27K	Buy	+241	New	+$25K	0.01%	180

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

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

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

MV Capital Management's VB Position: Q3 2026 in Review

MV Capital Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 76 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

MV Capital Management first reported a position in VB in Q1 2016 and has held it in 6 quarters since. The position peaked at $27K in Q1 2016. 1,788 funds tracked by Wall St. Rank hold VB as of Q3 2026.

MV Capital Management held 76 shares of Vanguard Morningstar Small-Cap ETF worth $21.6K as of Q3 2026.
MV Capital Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #443 holding.
MV Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2016 and has held it in 6 quarters since.
MV Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $27K in Q1 2016.
1,788 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.