Nilsine Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Nilsine Partners’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	$670K	Sell	2,356 -698	-23%	-$208K	0.05%	284
2026 Q2	$926K	Buy	3,054 +36	+1%	+$10.3K	0.06%	239
2026 Q1	$856K	Buy	3,018 +53	+2%	+$14.3K	0.07%	232
2025 Q4	$765K	Buy	2,965 +352	+13%	+$90.2K	0.07%	233
2025 Q3	$664K	Hold	2,613	–	–	0.06%	250
2025 Q2	$619K	Buy	2,613 +116	+5%	+$25.9K	0.06%	238
2025 Q1	$554K	Buy	2,497 +191	+8%	+$45.6K	0.06%	227
2024 Q4	$554K	Buy	2,306 +1,398	+154%	+$344K	0.06%	242
2024 Q3	$215K	Buy	+908	New	+$206K	0.03%	326
2024 Q2	–	Sell	-891	Closed	-$204K	–	335
2024 Q1	$204K	Buy	+891	New	+$192K	0.03%	326

Other funds holding VB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

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

Nilsine Partners's VB Position: Q3 2026 in Review

Nilsine Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 23% in Q3 2026, selling an estimated $208K and leaving 2,356 shares worth $670K. The position accounts for 0.05% of the portfolio, ranked #284.

Nilsine Partners first reported a position in VB in Q1 2024 and has held it in 10 quarters since. The position peaked at $926K in Q2 2026. 1,445 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Nilsine Partners held 2,356 shares of Vanguard Morningstar Small-Cap ETF worth $670K as of Q3 2026.
Nilsine Partners sold 698 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $208K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Nilsine Partners's portfolio in Q3 2026, its #284 holding.
Nilsine Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Nilsine Partners's Vanguard Morningstar Small-Cap ETF position peaked at $926K in Q2 2026.
1,445 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Nilsine Partners's 13F filing for Q3 2026, filed 2 Nov 2026.