MY Wealth Management
VB icon

MY Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MY Wealth 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 		$2.51M Sell
8,836
-407
-4% -$121K 1.83% 19
2026
Q2 		$2.8M Sell
9,243
-7,838
-46% -$2.25M 1.97% 18
2026
Q1 		$3.79M Buy
17,081
+29
+0.2% +$7.85K 3.67% 12
2025
Q4 		$4.4M Sell
17,052
-143
-0.8% -$36.6K 3.83% 10
2025
Q3 		$4.37M Buy
17,195
+176
+1% +$43.6K 3.83% 10
2025
Q2 		$4.03M Sell
17,019
-62
-0.4% -$13.8K 3.86% 12
2025
Q1 		$3.79M Sell
17,081
-97
-0.6% -$23.2K 3.67% 12
2024
Q4 		$4.13M Sell
17,178
-21
-0.1% -$5.17K 4.12% 11
2024
Q3 		$4.08M Buy
17,199
+267
+2% +$60.7K 4.14% 11
2024
Q2 		$3.69M Buy
16,932
+415
+3% +$91.1K 4.2% 11
2024
Q1 		$3.78M Sell
16,517
-2,599
-14% -$559K 4.16% 13
2023
Q4 		$4.08M Buy
19,116
+832
+5% +$160K 3.84% 10
2023
Q3 		$3.46M Sell
18,284
-191
-1% -$38.1K 3.44% 12
2023
Q2 		$3.67M Buy
18,475
+1,258
+7% +$238K 3.35% 13
2023
Q1 		$3.26M Buy
17,217
+69
+0.4% +$13.4K 3.27% 12
2022
Q4 		$3.15M Sell
17,148
-12,233
-42% -$2.27M 4.79% 8
2022
Q3 		$5.02M Buy
29,381
+747
+3% +$141K 5.39% 7
2022
Q2 		$5.04M Sell
28,634
-26
-0.1% -$5.02K 5.45% 8
2022
Q1 		$6.09M Buy
28,660
+13,949
+95% +$2.94M 5.64% 5
2021
Q4 		$3.32M Buy
+14,711
New +$3.34M 2.92% 15

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MY Wealth Management's VB Position: Q3 2026 in Review

MY Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.4% in Q3 2026, selling an estimated $121K and leaving 8,836 shares worth $2.51M. The position accounts for 1.83% of the portfolio, ranked #19.

MY Wealth Management first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.09M in Q1 2022. 717 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • MY Wealth Management held 8,836 shares of Vanguard Morningstar Small-Cap ETF worth $2.51M as of Q3 2026.
  • MY Wealth Management sold 407 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $121K.
  • Vanguard Morningstar Small-Cap ETF made up 1.83% of MY Wealth Management's portfolio in Q3 2026, its #19 holding.
  • MY Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • MY Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $6.09M in Q1 2022.
  • 717 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.