Nestegg Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Nestegg Advisors’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	$1.02M	Buy	3,598 +394	+12%	+$117K	0.67%	20
2026 Q2	$971K	Buy	3,204 +6	+0.2%	+$1.72K	0.69%	20
2026 Q1	$838K	Buy	3,198 +19	+0.6%	+$5.14K	0.74%	21
2025 Q4	$820K	Buy	3,179 +180	+6%	+$46.1K	0.7%	22
2025 Q3	$763K	Buy	2,999 +452	+18%	+$112K	0.68%	20
2025 Q2	$604K	Hold	2,547	–	–	0.58%	23
2025 Q1	$565K	Buy	2,547 +191	+8%	+$45.6K	0.6%	24
2024 Q4	$587K	Buy	+2,356	New	+$580K	0.59%	24

Other funds holding VB

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Nestegg Advisors's VB Position: Q3 2026 in Review

Nestegg Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q3 2026, buying an estimated $117K and bringing the position to 3,598 shares worth $1.02M. The position accounts for 0.67% of the portfolio, ranked #20.

Nestegg Advisors first reported a position in VB in Q4 2024 and has held it in 8 quarters since. 792 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Nestegg Advisors held 3,598 shares of Vanguard Morningstar Small-Cap ETF worth $1.02M as of Q3 2026.
Nestegg Advisors bought 394 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $117K.
Vanguard Morningstar Small-Cap ETF made up 0.67% of Nestegg Advisors's portfolio in Q3 2026, its #20 holding.
Nestegg Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
792 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Nestegg Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.