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North Point Portfolio Managers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

North Point Portfolio Managers’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 		$456K Buy
+1,604
New +$478K 0.08% 54

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

North Point Portfolio Managers's VB Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 1,604 shares worth $456K. The stake represents 0.08% of the portfolio and ranks #54 among its holdings.

396 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • North Point Portfolio Managers held 1,604 shares of Vanguard Morningstar Small-Cap ETF worth $456K as of Q3 2026.
  • Vanguard Morningstar Small-Cap ETF was a new North Point Portfolio Managers position in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of North Point Portfolio Managers's portfolio in Q3 2026, its #54 holding.
  • 396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.