Orgel Wealth Management
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Orgel Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Orgel Wealth Management’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 		$8.98M Sell
31,551
-2,336
-7% -$696K 0.17% 30
2026
Q2 		$10.3M Buy
33,887
+88
+0.3% +$25.2K 0.19% 27
2026
Q1 		$8.85M Sell
33,799
-384
-1% -$104K 0.19% 30
2025
Q4 		$8.82M Sell
34,183
-2,566
-7% -$657K 0.19% 29
2025
Q3 		$9.34M Sell
36,749
-12,262
-25% -$3.04M 0.21% 29
2025
Q2 		$11.6M Buy
49,011
+3,493
+8% +$779K 0.28% 27
2025
Q1 		$10.1M Buy
45,518
+1,138
+3% +$272K 0.26% 26
2024
Q4 		$10.7M Buy
44,380
+179
+0.4% +$44K 0.28% 27
2024
Q3 		$10.5M Sell
44,201
-3,946
-8% -$897K 0.26% 30
2024
Q2 		$10.5M Sell
48,147
-1,814
-4% -$398K 0.28% 28
2024
Q1 		$11.4M Sell
49,961
-5,933
-11% -$1.28M 0.31% 28
2023
Q4 		$11.9M Buy
55,894
+11,337
+25% +$2.18M 0.35% 29
2023
Q3 		$8.42M Buy
44,557
+6,680
+18% +$1.33M 0.28% 26
2023
Q2 		$7.53M Sell
37,877
-9,920
-21% -$1.87M 0.25% 27
2023
Q1 		$9.06M Sell
47,797
-2,046
-4% -$397K 0.32% 27
2022
Q4 		$9.15M Buy
49,843
+120
+0.2% +$22.2K 0.35% 27
2022
Q3 		$8.5M Sell
49,723
-1,102,253
-96% -$208M 0.42% 26
2022
Q2 		$203M Buy
+1,151,976
New +$222M 11.48% 4

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

Orgel Wealth Management's VB Position: Q3 2026 in Review

Orgel Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.9% in Q3 2026, selling an estimated $696K and leaving 31,551 shares worth $8.98M. The position accounts for 0.17% of the portfolio, ranked #30.

Orgel Wealth Management first reported a position in VB in Q2 2022 and has held it in 18 quarters since. The position peaked at $203M in Q2 2022. 398 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Orgel Wealth Management held 31,551 shares of Vanguard Morningstar Small-Cap ETF worth $8.98M as of Q3 2026.
  • Orgel Wealth Management sold 2,336 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $696K.
  • Vanguard Morningstar Small-Cap ETF made up 0.17% of Orgel Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Orgel Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 18 quarters since.
  • Orgel Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $203M in Q2 2022.
  • 398 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.