Onyx Bridge Wealth Group
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Onyx Bridge Wealth Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Onyx Bridge Wealth Group’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 		$2.62M Buy
9,201
+35
+0.4% +$10.4K 0.23% 91
2026
Q2 		$2.78M Buy
9,166
+200
+2% +$57.3K 0.25% 81
2026
Q1 		$2.35M Sell
8,966
-1
-0% -$271 0.25% 86
2025
Q4 		$2.31M Sell
8,967
-121
-1% -$31K 0.25% 84
2025
Q3 		$2.31M Buy
9,088
+737
+9% +$183K 0.25% 79
2025
Q2 		$1.98M Sell
8,351
-209
-2% -$46.6K 0.26% 73
2025
Q1 		$1.9M Sell
8,560
-281
-3% -$67.1K 0.27% 68
2024
Q4 		$2.12M Buy
8,841
+80
+0.9% +$19.7K 0.31% 62
2024
Q3 		$2.08M Buy
8,761
+12
+0.1% +$2.73K 0.31% 61
2024
Q2 		$1.91M Sell
8,749
-47
-0.5% -$10.3K 0.31% 62
2024
Q1 		$1.9M Buy
8,796
+186
+2% +$40K 0.34% 60
2023
Q4 		$1.84M Sell
8,610
-447
-5% -$86.1K 0.37% 45
2023
Q3 		$1.71M Sell
9,057
-62
-0.7% -$12.4K 0.4% 47
2023
Q2 		$1.81M Sell
9,119
-710
-7% -$134K 0.43% 46
2023
Q1 		$1.86M Sell
9,829
-19,083
-66% -$3.7M 0.74% 28
2022
Q4 		$5.42M Sell
28,912
-23,529
-45% -$4.36M 2.2% 12
2022
Q3 		$9.1M Buy
52,441
+19,584
+60% +$3.7M 4.15% 7
2022
Q2 		$6.13M Sell
32,857
-9,473
-22% -$1.83M 2.73% 9
2022
Q1 		$8.34M Buy
42,330
+22,279
+111% +$4.69M 3.17% 8
2021
Q4 		$4.56M Buy
20,051
+2,778
+16% +$631K 1.54% 11
2021
Q3 		$3.92M Buy
17,273
+1,438
+9% +$320K 1.47% 11
2021
Q2 		$3.41M Sell
15,835
-73,080
-82% -$16.2M 1.47% 15
2021
Q1 		$19M Buy
88,915
+17,484
+24% +$3.68M 9.53% 3
2020
Q4 		$13.9M Buy
+71,431
New +$12.6M 9.11% 2

Other funds holding VB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
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

Onyx Bridge Wealth Group's VB Position: Q3 2026 in Review

Onyx Bridge Wealth Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.38% in Q3 2026, buying an estimated $10.4K and bringing the position to 9,201 shares worth $2.62M. The position accounts for 0.23% of the portfolio, ranked #91.

Onyx Bridge Wealth Group first reported a position in VB in Q4 2020 and has held it in 24 quarters since. The position peaked at $19M in Q1 2021. 1,715 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Onyx Bridge Wealth Group held 9,201 shares of Vanguard Morningstar Small-Cap ETF worth $2.62M as of Q3 2026.
  • Onyx Bridge Wealth Group bought 35 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $10.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.23% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #91 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Onyx Bridge Wealth Group's Vanguard Morningstar Small-Cap ETF position peaked at $19M in Q1 2021.
  • 1,715 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.