Outbound Financial Inc
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Outbound Financial Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Outbound Financial Inc’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 		$1.1M Hold
3,869
– – 0.7% 26
2026
Q2 		$1.17M Hold
3,869
– – 0.76% 24
2026
Q1 		$1.01M Hold
3,869
– – 0.76% 23
2025
Q4 		$998K Hold
3,869
– – 0.78% 24
2025
Q3 		$984K Hold
3,869
– – 0.8% 25
2025
Q2 		$917K Buy
+3,869
New +$863K 0.84% 25

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Outbound Financial Inc's VB Position: Q3 2026 in Review

Outbound Financial Inc held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 3,869 shares worth $1.1M. The position accounts for 0.7% of the portfolio, ranked #26.

Outbound Financial Inc first reported a position in VB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q2 2026. 717 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Outbound Financial Inc held 3,869 shares of Vanguard Morningstar Small-Cap ETF worth $1.1M as of Q3 2026.
  • Outbound Financial Inc left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.7% of Outbound Financial Inc's portfolio in Q3 2026, its #26 holding.
  • Outbound Financial Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Outbound Financial Inc's Vanguard Morningstar Small-Cap ETF position peaked at $1.17M in Q2 2026.
  • 717 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Outbound Financial Inc's 13F filing for Q3 2026, filed 13 Oct 2026.