New Perspectives Inc
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New Perspectives Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

New Perspectives Inc’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 		– Sell
-674
Closed -$204K – 49
2026
Q2 		$204K Buy
+674
New +$193K 0.06% 49

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New Perspectives Inc's VB Position: Q3 2026 in Review

New Perspectives Inc sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026, closing a stake of 674 shares — an estimated $204K sold.

New Perspectives Inc first reported a position in VB in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 938 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • New Perspectives Inc reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • New Perspectives Inc sold 674 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $204K.
  • New Perspectives Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2026 and held it in 1 quarter.
  • New Perspectives Inc's Vanguard Morningstar Small-Cap ETF position peaked at $204K in Q2 2026.
  • 938 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.