Nikulski Financial
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Nikulski Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Nikulski Financial’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 		$393K Sell
1,382
-20
-1% -$5.96K 0.08% 125
2026
Q2 		$425K Hold
1,402
– – 0.09% 140
2026
Q1 		$367K Sell
1,402
-472
-25% -$128K 0.09% 140
2025
Q4 		$483K Sell
1,874
-330
-15% -$84.5K 0.12% 117
2025
Q3 		$561K Sell
2,204
-60
-3% -$14.9K 0.14% 102
2025
Q2 		$537K Sell
2,264
-50
-2% -$11.2K 0.15% 93
2025
Q1 		$513K Sell
2,314
-115
-5% -$27.5K 0.16% 89
2024
Q4 		$584K Sell
2,429
-75
-3% -$18.5K 0.17% 86
2024
Q3 		$594K Buy
2,504
+60
+2% +$13.6K 0.18% 84
2024
Q2 		$533K Hold
2,444
– – 0.17% 82
2024
Q1 		$559K Buy
2,444
+95
+4% +$20.4K 0.19% 84
2023
Q4 		$501K Sell
2,349
-200
-8% -$38.5K 0.18% 87
2023
Q3 		$482K Buy
2,549
+290
+13% +$57.8K 0.2% 86
2023
Q2 		$449K Sell
2,259
-30
-1% -$5.67K 0.19% 88
2023
Q1 		$434K Buy
2,289
+30
+1% +$5.82K 0.19% 94
2022
Q4 		$415K Hold
2,259
– – 0.2% 90
2022
Q3 		$386K Sell
2,259
-85
-4% -$16K 0.2% 92
2022
Q2 		$413K Buy
2,344
+325
+16% +$62.8K 0.2% 92
2022
Q1 		$429K Sell
2,019
-35
-2% -$7.37K 0.18% 92
2021
Q4 		$464K Hold
2,054
– – 0.19% 86
2021
Q3 		$449K Buy
2,054
+345
+20% +$76.7K 0.21% 86
2021
Q2 		$378K Buy
1,709
+415
+32% +$92K 0.18% 97
2021
Q1 		$277K Hold
1,294
– – 0.14% 108
2020
Q4 		$252K Buy
+1,294
New +$228K 0.14% 104
2020
Q1 		– Sell
-1,494
Closed -$247K – 111
2019
Q4 		$247K Hold
1,494
– – 0.18% 81
2019
Q3 		$229K Hold
1,494
– – 0.19% 82
2019
Q2 		$234K Sell
1,494
-50
-3% -$7.73K 0.2% 77
2019
Q1 		$236K Sell
1,544
-123
-7% -$18.3K 0.23% 70
2018
Q4 		$220K Hold
1,667
– – 0.23% 67
2018
Q3 		$244K Buy
+1,667
New +$270K 0.23% 66

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Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Nikulski Financial's VB Position: Q3 2026 in Review

Nikulski Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.4% in Q3 2026, selling an estimated $5.96K and leaving 1,382 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #125.

Nikulski Financial first reported a position in VB in Q3 2018 and has held it in 30 quarters since. The position peaked at $594K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Nikulski Financial held 1,382 shares of Vanguard Morningstar Small-Cap ETF worth $393K as of Q3 2026.
  • Nikulski Financial sold 20 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $5.96K.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Nikulski Financial's portfolio in Q3 2026, its #125 holding.
  • Nikulski Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2018 and has held it in 30 quarters since.
  • Nikulski Financial's Vanguard Morningstar Small-Cap ETF position peaked at $594K in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.