Nations Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.26M | Sell |
4,420
-270
| -6% | -$80.4K | 0.06% | 318 |
|
|
2026
Q2 | $1.42M | Sell |
4,690
-61
| -1% | -$17.5K | 0.07% | 286 |
|
|
2026
Q1 | $1.24M | Sell |
4,751
-37
| -0.8% | -$10K | 0.06% | 317 |
|
|
2025
Q4 | $1.24M | Sell |
4,788
-39
| -0.8% | -$10K | 0.07% | 295 |
|
|
2025
Q3 | $1.23M | Sell |
4,827
-116
| -2% | -$28.8K | 0.08% | 275 |
|
|
2025
Q2 | $1.17M | Sell |
4,943
-246
| -5% | -$54.9K | 0.08% | 256 |
|
|
2025
Q1 | $1.15M | Sell |
5,189
-14,919
| -74% | -$3.56M | 0.09% | 250 |
|
|
2024
Q4 | $4.83M | Buy |
20,108
+544
| +3% | +$134K | 0.35% | 68 |
|
|
2024
Q3 | $4.64M | Buy |
19,564
+10,903
| +126% | +$2.48M | 0.34% | 70 |
|
|
2024
Q2 | $1.89M | Sell |
8,661
-177
| -2% | -$38.9K | 0.15% | 155 |
|
|
2024
Q1 | $2.02M | Sell |
8,838
-3,233
| -27% | -$695K | 0.17% | 144 |
|
|
2023
Q4 | $2.58M | Sell |
12,071
-335
| -3% | -$64.5K | 0.24% | 104 |
|
|
2023
Q3 | $2.35M | Sell |
12,406
-279
| -2% | -$55.6K | 0.24% | 106 |
|
|
2023
Q2 | $2.52M | Sell |
12,685
-36
| -0.3% | -$6.8K | 0.25% | 99 |
|
|
2023
Q1 | $2.41M | Buy |
12,721
+296
| +2% | +$57.4K | 0.25% | 102 |
|
|
2022
Q4 | $2.28M | Buy |
12,425
+2,113
| +20% | +$392K | 0.26% | 102 |
|
|
2022
Q3 | $1.76M | Buy |
10,312
+334
| +3% | +$63.1K | 0.26% | 94 |
|
|
2022
Q2 | $1.76M | Buy |
9,978
+648
| +7% | +$125K | 0.24% | 111 |
|
|
2022
Q1 | $1.98M | Buy |
9,330
+1,769
| +23% | +$372K | 0.24% | 100 |
|
|
2021
Q4 | $1.71M | Buy |
7,561
+472
| +7% | +$107K | 0.22% | 112 |
|
|
2021
Q3 | $1.55M | Sell |
7,089
-327
| -4% | -$72.7K | 0.24% | 104 |
|
|
2021
Q2 | $1.67M | Buy |
7,416
+1,485
| +25% | +$329K | 0.28% | 87 |
|
|
2021
Q1 | $1.27M | Buy |
5,931
+116
| +2% | +$24.4K | 0.29% | 94 |
|
|
2020
Q4 | $1.13M | Buy |
5,815
+343
| +6% | +$60.5K | 0.3% | 90 |
|
|
2020
Q3 | $842K | Sell |
5,472
-21
| -0.4% | -$3.23K | 0.26% | 110 |
|
|
2020
Q2 | $801K | Buy |
5,493
+736
| +15% | +$98.8K | 0.28% | 105 |
|
|
2020
Q1 | $549K | Buy |
4,757
+907
| +24% | +$136K | 0.23% | 135 |
|
|
2019
Q4 | $638K | Buy |
3,850
+428
| +13% | +$68.2K | 0.22% | 144 |
|
|
2019
Q3 | $535K | Buy |
+3,422
| New | +$531K | 0.19% | 160 |
|
|
2016
Q4 | – | Sell |
-2,977
| Closed | -$364K | – | 161 |
|
|
2016
Q3 | $364K | Buy |
2,977
+144
| +5% | +$17.4K | 0.36% | 87 |
|
|
2016
Q2 | $328K | Buy |
2,833
+132
| +5% | +$15K | 0.34% | 91 |
|
|
2016
Q1 | $301K | Buy |
2,701
+187
| +7% | +$19.4K | 0.35% | 90 |
|
|
2015
Q4 | $278K | Buy |
+2,514
| New | +$285K | 0.36% | 86 |
|
Other funds holding VB
Nations Financial Group's VB Position: Q3 2026 in Review
Nations Financial Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.8% in Q3 2026, selling an estimated $80.4K and leaving 4,420 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #318.
Nations Financial Group first reported a position in VB in Q4 2015 and has held it in 33 quarters since. The position peaked at $4.83M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.
- Nations Financial Group held 4,420 shares of Vanguard Morningstar Small-Cap ETF worth $1.26M as of Q3 2026.
- Nations Financial Group sold 270 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $80.4K.
- Vanguard Morningstar Small-Cap ETF made up 0.06% of Nations Financial Group's portfolio in Q3 2026, its #318 holding.
- Nations Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2015 and has held it in 33 quarters since.
- Nations Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $4.83M in Q4 2024.
- 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.
Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.