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

Partners 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	$526K	Buy	1,849 +677	+58%	+$202K	0.05%	269
2026 Q2	$355K	Buy	1,172 +197	+20%	+$56.5K	0.35%	71
2026 Q1	$255K	Buy	975 +39	+4%	+$10.6K	0.26%	88
2025 Q4	$241K	Sell	936 -80	-8%	-$20.5K	0.25%	96
2025 Q3	$258K	Sell	1,016 -269	-21%	-$66.7K	0.26%	100
2025 Q2	$286K	Hold	1,285	–	–	0.33%	85
2025 Q1	$285K	Hold	1,285	–	–	0.32%	84
2024 Q4	$309K	Buy	+1,285	New	+$316K	0.35%	78

Other funds holding VB

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

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Partners Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 58% in Q3 2026, buying an estimated $202K and bringing the position to 1,849 shares worth $526K. The position accounts for 0.05% of the portfolio, ranked #269.

Partners Wealth Management first reported a position in VB in Q4 2024 and has held it in 8 quarters since. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Partners Wealth Management held 1,849 shares of Vanguard Morningstar Small-Cap ETF worth $526K as of Q3 2026.
Partners Wealth Management bought 677 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $202K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Partners Wealth Management's portfolio in Q3 2026, its #269 holding.
Partners Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.