Networth Advisors
VB icon

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

Networth 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 		$286 Hold
1
– – ﹤0.01% 377
2026
Q2 		$304 Hold
1
– – ﹤0.01% 364
2026
Q1 		$262 Hold
1
– – ﹤0.01% 370
2025
Q4 		$258 Buy
+1
New +$256 ﹤0.01% 369

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Networth Advisors's VB Position: Q3 2026 in Review

Networth Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1 share worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Networth Advisors first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $304 in Q2 2026. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Networth Advisors held 1 share of Vanguard Morningstar Small-Cap ETF worth $286 as of Q3 2026.
  • Networth Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Networth Advisors's portfolio in Q3 2026, its #377 holding.
  • Networth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $304 in Q2 2026.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.