My Personal CFO LLC
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My Personal CFO LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

My Personal CFO LLC’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 		$595K Buy
2,093
+2
+0.1% +$596 0.21% 60
2026
Q2 		$634K Buy
2,091
+2
+0.1% +$573 0.25% 53
2026
Q1 		$547K Sell
2,089
-823
-28% -$223K 0.24% 55
2025
Q4 		$751K Buy
2,912
+1,667
+134% +$427K 0.31% 50
2025
Q3 		$317K Sell
1,245
-1,652
-57% -$410K 0.12% 70
2025
Q2 		$687K Sell
2,897
-38
-1% -$8.48K 0.31% 50
2025
Q1 		$651K Buy
2,935
+246
+9% +$58.7K 0.33% 53
2024
Q4 		$646K Buy
2,689
+12
+0.4% +$2.95K 0.33% 53
2024
Q3 		$635K Buy
2,677
+6
+0.2% +$1.36K 0.35% 53
2024
Q2 		$582K Buy
2,671
+58
+2% +$12.7K 0.31% 58
2024
Q1 		$597K Buy
2,613
+4
+0.2% +$860 0.34% 59
2023
Q4 		$557K Buy
2,609
+1,080
+71% +$208K 0.36% 56
2023
Q3 		$289K Buy
1,529
+3
+0.2% +$598 0.23% 66
2023
Q2 		$304K Buy
1,526
+2
+0.1% +$378 0.24% 63
2023
Q1 		$289K Buy
1,524
+25
+2% +$4.85K 0.25% 59
2022
Q4 		$275K Buy
1,499
+3
+0.2% +$556 0.25% 56
2022
Q3 		$260K Buy
1,496
+3
+0.2% +$566 0.4% 51
2022
Q2 		$263K Buy
1,493
+2
+0.1% +$386 0.34% 49
2022
Q1 		$317K Buy
1,491
+2
+0.1% +$421 0.33% 45
2021
Q4 		$337K Buy
+1,489
New +$338K 0.29% 47

Other funds holding VB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

My Personal CFO LLC's VB Position: Q3 2026 in Review

My Personal CFO LLC increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.1% in Q3 2026, buying an estimated $596 and bringing the position to 2,093 shares worth $595K. The position accounts for 0.21% of the portfolio, ranked #60.

My Personal CFO LLC first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $751K in Q4 2025. 1,529 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • My Personal CFO LLC held 2,093 shares of Vanguard Morningstar Small-Cap ETF worth $595K as of Q3 2026.
  • My Personal CFO LLC bought 2 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $596.
  • Vanguard Morningstar Small-Cap ETF made up 0.21% of My Personal CFO LLC's portfolio in Q3 2026, its #60 holding.
  • My Personal CFO LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • My Personal CFO LLC's Vanguard Morningstar Small-Cap ETF position peaked at $751K in Q4 2025.
  • 1,529 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.