Optivise Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Optivise Advisory Services’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	$328K	Buy	1,152 +20	+2%	+$5.96K	0.16%	151
2026 Q2	$343K	Buy	1,132 +136	+14%	+$39K	0.17%	143
2026 Q1	$261K	Sell	996 -12	-1%	-$3.25K	0.16%	150
2025 Q4	$260K	Buy	1,008 +6	+0.6%	+$1.54K	0.15%	151
2025 Q3	$255K	Buy	1,002 +3	+0.3%	+$744	0.15%	151
2025 Q2	$237K	Hold	999	–	–	0.12%	172
2025 Q1	$221K	Buy	999 +5	+0.5%	+$1.19K	0.12%	174
2024 Q4	$239K	Buy	994 +106	+12%	+$26.1K	0.13%	148
2024 Q3	$211K	Buy	+888	New	+$202K	0.11%	159

Other funds holding VB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

Optivise Advisory Services's VB Position: Q3 2026 in Review

Optivise Advisory Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.8% in Q3 2026, buying an estimated $5.96K and bringing the position to 1,152 shares worth $328K. The position accounts for 0.16% of the portfolio, ranked #151.

Optivise Advisory Services first reported a position in VB in Q3 2024 and has held it in 9 quarters since. The position peaked at $343K in Q2 2026. 1,715 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Optivise Advisory Services held 1,152 shares of Vanguard Morningstar Small-Cap ETF worth $328K as of Q3 2026.
Optivise Advisory Services bought 20 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $5.96K.
Vanguard Morningstar Small-Cap ETF made up 0.16% of Optivise Advisory Services's portfolio in Q3 2026, its #151 holding.
Optivise Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Vanguard Morningstar Small-Cap ETF position peaked at $343K in Q2 2026.
1,715 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.