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

OLIO Financial Planning’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 		$207K Hold
728
– – 0.05% 67
2026
Q2 		$221K Buy
+728
New +$209K 0.05% 63
2025
Q4 		– Sell
-796
Closed -$202K – 75
2025
Q3 		$202K Buy
+796
New +$197K 0.06% 66
2025
Q1 		– Sell
-1,297
Closed -$312K – 62
2024
Q4 		$312K Sell
1,297
-707
-35% -$174K 0.11% 48
2024
Q3 		$432K Buy
2,004
+112
+6% +$25.4K 0.18% 39
2024
Q2 		$408K Sell
1,892
-112
-6% -$24.6K 0.17% 39
2024
Q1 		$432K Hold
2,004
– – 0.18% 39
2023
Q4 		$432K Buy
2,004
+197
+11% +$38K 0.18% 39
2023
Q3 		$342K Buy
1,807
+155
+9% +$30.9K 0.16% 40
2023
Q2 		$329K Buy
1,652
+191
+13% +$36.1K 0.16% 36
2023
Q1 		$277K Sell
1,461
-972
-40% -$189K 0.14% 37
2022
Q4 		$447K Sell
2,433
-105
-4% -$19.5K 0.24% 28
2022
Q3 		$434K Sell
2,538
-116
-4% -$21.9K 0.26% 30
2022
Q2 		$467K Buy
2,654
+1,235
+87% +$238K 0.26% 30
2022
Q1 		$302K Buy
1,419
+308
+28% +$64.8K 0.17% 38
2021
Q4 		$251K Buy
+1,111
New +$252K 0.15% 38

Other funds holding VB

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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
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
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

OLIO Financial Planning's VB Position: Q3 2026 in Review

OLIO Financial Planning held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 728 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #67.

OLIO Financial Planning first reported a position in VB in Q4 2021 and has held it in 16 quarters since. The position peaked at $467K in Q2 2022. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • OLIO Financial Planning held 728 shares of Vanguard Morningstar Small-Cap ETF worth $207K as of Q3 2026.
  • OLIO Financial Planning left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of OLIO Financial Planning's portfolio in Q3 2026, its #67 holding.
  • OLIO Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • OLIO Financial Planning's Vanguard Morningstar Small-Cap ETF position peaked at $467K in Q2 2022.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.